Turn a Confluence finance task into an employee expense record
Capture reimbursement requests where they are discussed and record them in Breathe HR automatically.
Trigger
New Task Created
Triggers when a new task (action item) is created in Confluence.
Action
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.
Why this helps
Expense requests buried in project tasks often wait for someone to re-enter them into HR.
- Reduce missed reimbursements
- Keep request context attached
- Shorten finance admin time
Setup
Build it in a few focused steps.
- 1Connect Confluence and Breathe HR in Notis once.
- 2Create an automation telling Notis to create an expense only when a task includes an approved employee, amount, date, and description.
- 3Pick New Task Created as the trigger.
- 4Choose where run reports go and test with one reimbursement task.
Questions about this workflow
Can Notis submit incomplete expenses?
Tell it to report missing details instead of creating a record when required information is absent.
Does this approve the expense?
No. It records the expense for the normal Breathe HR review process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Confluence to Breathe HR. A trigger fires from one place; an action lands in another.
Confluence 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.
New Attachment Added
Triggers when a new attachment is uploaded to a Confluence page. Optionally filters by media type.
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.
Blog Post Added to Label
Triggers when a new blog post is added to a specific label in Confluence.
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.
Blogpost Inline Comment Added
Triggers when a new inline comment is added to a Confluence blog post.
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.
Blog Post Like Count Changed
Triggers when a Confluence blog post's like count changes (someone likes or unlikes).
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.
Blog Post Updated
Triggers when a Confluence blog post is updated (any edit that creates a new version).
Delete Employee Expense
Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.
Content Restrictions Changed
Triggers when view or edit restrictions change on a Confluence page or blog post. Detects user/group restrictions being added, removed, or modified.
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.
Confluence and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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