Keep expense claims moving from Agile CRM handoffs
Turn a regular expense review into a Breathe HR claim workflow, with run reports showing what was processed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Why this helps
Unclaimed expenses can linger when submitting a reimbursement claim takes another manual step.
- Reduce forgotten expense claim follow-up.
- Create claims from unclaimed expense records.
- Make the scheduled processing outcome easy to review.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Breathe HR once in Notis.
- 2Create an automation and describe how supplied expenses should be grouped into claims.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real eligible unclaimed expense set.
Questions about this workflow
Does this create expense records from scratch?
No. This action groups one or more unclaimed expense records into an expense claim.
Can Notis infer which expenses belong together?
The automation needs a clear instruction and enough supplied context to determine the intended grouping. Do not assume Agile CRM exposes data through a trigger event.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Breathe HR. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Approve a pending employee leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Create a new employee record.
Create Employee Change Request
Create a request to change an employee’s information.
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Create Employee Sickness
Create a record of an employee’s sickness absence.
Delete Employee Expense
Delete an employee expense record.
Delete Employee Training Course
Delete an employee training course record.
Connect any two apps with Notis in the middle.
Agile CRM and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breathe HR.