Review Breathe HR expense claims from Coda
Keep finance review focused with a current list of Breathe HR claims and their states.
Trigger
Specific Coda Page Updated Trigger
Triggers when a specific page within a Coda document is updated.
Action
List Employee Expense Claims
Tool to list employee expense claims from BreatheHR. Use when you need to retrieve expense claims, optionally filtered by employee ID or claim state. Supports pagination for large result sets.
Why this helps
Claim approvals get delayed because finance teams reconcile separate trackers and HR records.
- Shorten claim review time
- Highlight pending decisions
- Reduce reconciliation effort
Setup
Build it in a few focused steps.
- 1Connect Coda and Breathe HR in Notis once.
- 2Create an automation for expense claim review.
- 3Tell Notis to list Breathe HR expense claims and summarize pending, approved, or rejected items relevant to the updated page.
- 4Pick the Specific Coda Page Updated trigger and choose a report channel.
- 5Test with one finance page update.
Questions about this workflow
Can it filter by employee?
Yes. Include the employee scope in the Coda page or instruction.
Does it approve claims?
No. It prepares the review summary; approval can be handled in a separate authorized workflow.
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.
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Webhook trigger
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Coda Document Deleted Trigger
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New Coda Document Trigger
Triggers when a new Coda document is created.
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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.
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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
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