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Notis

Move approved hire contacts into Breathe HR

A new CRM contact is not automatically a new employee. Tell Notis to create a Breathe HR employee only when the contact context confirms an approved hire and contains the required information.

Trigger

Contact Created Trigger

Contact Created Trigger

Action

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.

Why this helps

When approved hire details arrive through a CRM contact, manually transferring them into HR can create delays or incomplete records.

  • Transfer approved hire details without retyping them.
  • Avoid turning ordinary CRM contacts into employee records.
  • Surface missing onboarding details before creating a record.

Setup

Build it in a few focused steps.

  • 1Connect HubSpot and Breathe HR once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to create a Breathe HR employee only when the new contact context confirms an approved hire and includes the required details.
  • 4Pick the HubSpot Contact Created trigger and choose where run reports should go.
  • 5Test with one real approved hire contact and confirm the resulting employee record.

Questions about this workflow

Will this create an employee for every new contact?

No. The instruction should require clear context confirming that the contact is an approved hire. Ordinary CRM contacts should not create employee records.

What details must be present?

Breathe HR requires first name, last name, email, and company join date. The contact context must provide those details or the automation should report what is missing.

Can this work if HubSpot does not identify the contact as a hire?

Not reliably. Provide a clear hire indicator in the contact context or use a hiring deal stage update as the trigger.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Hubspot to Breathe HR. A trigger fires from one place; an action lands in another.

Hubspot triggers

Breathe HR actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Approve Leave Request

Tool to approve a leave request in BreatheHR. Use when an authorized user needs to approve a pending leave request.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Contact Created Trigger

Contact Created Trigger

TriggerInstant

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.

ActionInstant

Deal Stage UpdatedTrigger

Deal Stage UpdatedTrigger

TriggerInstant

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.

ActionInstant

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.

ActionInstant

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.

ActionInstant

Delete Employee Expense

Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.

ActionInstant

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.

ActionInstant

Connect any two apps with Notis in the middle.

Hubspot and Breathe HR, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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