Match team roles to the work on the horizon
See relevant job titles and employment details beside the plans that depend on them.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Jobs
Retrieve job records for employees.
Why this helps
It takes extra effort to confirm who holds which role when sales and hiring plans change.
- Summarize roles relevant to upcoming plans.
- Reduce manual checking of job details.
- Support pagination and optional employee filtering.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Breathe HR once in Notis.
- 2Create an automation and describe which roles to review against supplied plans.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with a real planning scenario and relevant employee scope.
Questions about this workflow
Does this update job information?
No. It lists employee job records for review.
Can I request only certain employees?
The action supports optional employee filtering. Provide the intended scope in the instruction.
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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