Capture employee expenses from Agile CRM handoffs
Give expense details a direct path into Breathe HR without re-entering every record by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Why this helps
Expense information captured during customer work can sit outside the HR system and require manual re-entry.
- Reduce duplicate data entry for company expenses.
- Keep expense creation tied to a deliberate handoff.
- See whether each submission succeeded in the run report.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Breathe HR once in Notis.
- 2Create an automation and describe which handed-off expenses to record.
- 3Choose the Notis webhook trigger.
- 4Choose where run reports should go.
- 5Test using one real expense with its employee reference and details.
Questions about this workflow
Does creating an expense submit a reimbursement claim?
No. This action creates an employee expense record. A separate Breathe HR action exists for grouping unclaimed records into an expense claim.
What starts the automation?
A Notis webhook starts it when an HTTP request is received. Agile CRM does not expose a listed trigger event here.
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
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