Bring a current team view into planning
Start planning with a fresh team list and the specific work context that matters.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employees
Retrieve employee records across the account.
Why this helps
Planning gets harder when employee context is outdated or requires manual searching across systems.
- Provide a current employee view for planning.
- Support employee list filters where available.
- Reduce time spent assembling basic workforce context.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Breathe HR once in Notis.
- 2Create an automation and describe the employee list and planning summary needed.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with a real list scope and relevant planning context.
Questions about this workflow
Can the employee list be narrowed?
The action supports pagination and filters for role type and RotaCloud integration status. Specify the scope in the instruction.
Does this sync employees back into Agile CRM?
No. It lists employees from Breathe HR and reports a summary for the supplied planning context.
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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