Create Breathe HR expense claims from Coda
Turn a reviewed batch of Coda expenses into one reimbursement claim with a simple update.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
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.
Why this helps
Employees and finance teams lose time grouping individual expenses before submitting claims.
- Bundle related expenses faster
- Reduce claim preparation work
- Keep reimbursement batches consistent
Setup
Build it in a few focused steps.
- 1Connect Coda and Breathe HR in Notis once.
- 2Create an automation for expense claim batching.
- 3Tell Notis to find newly approved unclaimed expenses on the page and create one Breathe HR expense claim per employee and reporting period.
- 4Pick the Specific Coda Page Updated trigger and choose a report channel.
- 5Test with one real batch.
Questions about this workflow
How are expenses grouped?
Describe the grouping rule in your instruction, such as employee and month, using information present on the Coda page.
What if an expense is already claimed?
Tell Notis to skip claimed items and report anything with unclear claim status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Coda to Breathe HR. A trigger fires from one place; an action lands in another.
Coda 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.
Coda Document Deleted Trigger
Triggers when a Coda document is deleted.
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 Coda Document Trigger
Triggers when a new Coda document is created.
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 Coda Page Trigger
Triggers when a new page is added to a Coda document.
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.
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
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.
Delete Employee Expense
Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.
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.
Coda and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breathe HR.