Connect Breathe HR to Salesforce
When something happens in Breathe HR, Notis takes the next step in Salesforce. Describe what you want in plain English, or start from one of the examples below.
When this happens · Trigger
Do this · Action
Ways Notis can move work from Breathe HR to Salesforce
Create a CRM onboarding task for a new hire
When a Breathe HR onboarding update arrives, create a Salesforce task for the owner to prepare the new hire's CRM access and handoff.
Add role-change context to a Salesforce account
When a Breathe HR role-change update identifies a customer-facing employee and account, attach a note with the supplied transition context.
Create customer follow-up tasks for reported absences
Use a Breathe HR absence update and supplied coverage details to create Salesforce tasks for customer commitments that need attention.
Record customer impact from a performance review
Attach a Salesforce note to a named account when a Breathe HR review update includes customer impact or a relationship handoff.
Create account handoff tasks when an employee leaves
Turn a Breathe HR departure update with named customer accounts into Salesforce tasks to review relationship coverage.
Prepare customer introductions for a new hire
Create a Salesforce task when a Breathe HR onboarding update explicitly names customer introductions for a new employee.
Document account risk from absence coverage updates
Attach a note to a named Salesforce account when an absence update explicitly describes a customer risk or temporary coverage plan.
Review Salesforce accounts against supplied HR changes
On a schedule, list Salesforce accounts and use the Breathe HR information supplied to Notis to surface accounts that may need a people-related context review.
Review Salesforce contacts against supplied employee changes
Schedule a Salesforce contact list review alongside supplied Breathe HR employee changes to spot possible relationship records for a human to check.
Supported Triggers and Actions
Notis builds workflows that link Breathe HR to Salesforce. A trigger fires from one place; an action lands in another.
Breathe HR triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Four ways to start an automation.
A trigger is the event that kicks a workflow off. Notis supports four kinds: an event in a connected app, an inbound webhook, a recurring schedule, and soon, your own database.
Integration triggers
Fire when something happens inside a connected app. New Notion page, Stripe charge, Linear issue: any of 1,000+ apps can start a workflow.
Webhook triggers
A unique URL per workflow. Anything that can send an HTTP POST can start an automation, including no-code tools that speak webhooks.
Recurring triggers
Cron-style schedules run a workflow on the clock. Daily standups, hourly syncs, business-hours-only digests: the workhorse of Notis.
Database triggers
Watch a row, query, or threshold in your own database and fire the moment the data changes. Row inserted, value crosses a limit, query starts matching.
Classic automation breaks. AI adapts.
Same triggers and actions, smarter middle. AI handles the fuzziness that breaks traditional Zapier-style workflows the moment a field gets renamed.
Describe it. Notis builds it.
Skip the visual builder. Tell Notis what you want, in plain English. It writes the workflow, you review and deploy.
You · in the Notis Builder
NEW“When a row gets added to the Q4 OKRs Notion database and the status is Blocked, send a Telegram message to the owner with a summary of what's blocking, and ping me if there's no reply within 24 hours.”
Notis built this automation:
Watch every run.
Notis Desktop is Mission Control for your AI automations. See every run, replay, edit, or rewind. Set approval gates so Notis pauses before destructive actions.
- Full run history with inputs, outputs and traces
- Replay any run with edited inputs
- Approval inbox, confirm via chat in one tap
- Audit logs for compliance teams
Automations
Inbox
Migrate background jobs to a durable queue You can cancel it through Stripe
3 daysNotis v3 release update This one’s v3: Notis Manager (desktop app with …
8 daysAdd multi-tenant RBAC User initiates a voice call
13 daysDraft pricing v (tiers, limits, overages) and sanity-check margins
2 weeksVerify analytics events for new features That’s a really interesting automat…
1 monthEverything in the box.
Whatever starts the workflow, the platform underneath is the same: a thinking brain, full visibility, and you in control.
AI in the middle
Every step can include an LLM call: summarise, classify, extract, rewrite.
Full observability
Every run, every step, every input, all replay-able from Mission Control.
Human in the loop
Pause for approval. Notis pings you in chat with one-tap approve.
Self-healing
When an API changes shape, Notis adapts the parser. Less midnight fire-fighting.
More ways to connect Breathe HR and Salesforce
Connect any two apps with Notis in the middle.
Breathe HR and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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