Review Breathe HR employee expense records regularly
A recurring expense check can make unclaimed records easier to spot. Notis can list expenses and summarize the returned claim status and employee details.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Expenses
Tool to list employee expenses from BreatheHR. Use when you need to retrieve expense records, optionally filtered by employee or claim status.
Why this helps
Expense records can remain outside a claim when no one has a clear reminder to review what is still unclaimed.
- Surface expense records that may need claim follow-up.
- Review expenses across employees or focus on one employee.
- Reduce manual tracking of claim status.
Setup
Build it in a few focused steps.
- 1Connect Breathe HR once in the Notis portal.
- 2Create a new automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to list employee expenses and summarize unclaimed records and their available details.
- 4Pick a recurring Notis schedule as the trigger.
- 5Choose a report channel and test with one real example.
Questions about this workflow
Can the list filter for unclaimed expenses?
The action supports optional filtering by employee or claim status. Ask Notis to focus on unclaimed records if that status is available.
Will this create an expense claim?
No. It lists expense records. Creating a claim is a separate action.
Can this cover one employee?
Yes. The expense list supports optional employee filtering.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Asana to Breathe HR. A trigger fires from one place; an action lands in another.
Asana triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Tool to approve a leave request in BreatheHR. Use when an authorized user needs to approve a pending leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Tool to create a new employee in BreatheHR. Use when you need to add a new employee record with their personal information, contact details, and employment information. Required fields are first_name, last_name, email, and company_join_date.
Attachment Added to Task
Triggers when an attachment is added to a task.
Create Employee Change Request
Tool to create a change request for an employee field. Use when you need to update employee information such as job title, department, or salary.
New Comment on Task
Triggers when a comment is added to a task in a project.
Create Employee Expense
Tool to create an employee expense record in BreatheHR. Use when an employee needs to submit a new expense claim for reimbursement or record a company-paid expense.
New Task Created
Triggers when a new task is created in a project.
Create Employee Expense Claim
Tool to create a new expense claim for an employee. Use when you need to submit expenses for reimbursement by grouping one or more unclaimed expense records into a claim.
Task Moved to Section
Triggers when a task is moved to a section in a project.
Create Employee Sickness
Tool to create a sickness record for an employee in BreatheHR. Use when you need to log an employee's sick leave with details like type, dates, and status.
Tag Added to Task
Triggers when a tag is added to a task. Note: Asana's event structure is inverted for tag events — the resource is the task and the parent is the tag. So parent.gid gives the tag GID.
Delete Employee Expense
Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.
Task Updated
Triggers when a task is updated in a project.
Delete Employee Training Course
Tool to delete an employee training course record by its ID. Use when you need to remove a training record from an employee's profile.
Connect any two apps with Notis in the middle.
Asana and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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