Turn a reimbursement handoff into a Breathe HR expense claim
When several expenses are ready for reimbursement, send the grouped handoff into Breathe HR as one claim.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Why this helps
Preparing a reimbursement claim means tracking which expense records belong together and who submitted them.
- Group selected expenses into a claim
- Reduce back-and-forth on reimbursement preparation
- Keep the claim tied to the named employee
Setup
Build it in a few focused steps.
- 1Connect Agiled and Breathe HR once in the Notis portal.
- 2Create an automation in Automations using a name and prompt.
- 3Tell Notis to create a Breathe HR expense claim from the submitted Agiled reimbursement handoff, using only the named employee and identified unclaimed expense records.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real handoff containing an employee and expenses intended for the same claim.
Questions about this workflow
Does this create the underlying expense records too?
No. The claim action groups existing unclaimed expense records into a claim. Use an expense record workflow if those records still need to be created.
Can Notis decide which expenses belong in a claim?
The handoff should identify the expenses to group. Notis should flag unclear or missing references rather than guessing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Breathe HR. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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