Turn confirmed role changes into HR requests
Keep role changes from getting lost in deal notes. Notis can create a Breathe HR change request when a HubSpot deal update clearly identifies an existing employee and a confirmed field change.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
Important employment changes can be recorded in sales or hiring conversations without reaching the person responsible for HR records.
- Give HR a traceable request for confirmed employment changes.
- Reduce manual follow-up across hiring and HR workflows.
- Avoid applying ambiguous deal notes as employee record changes.
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 change request only when a deal update confirms a specific change for an identifiable existing employee.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real deal update that includes a confirmed change.
Questions about this workflow
Does this directly change the employee record?
No. This action creates a change request for an employee field, such as job title, department, or salary. The request can then be reviewed through your HR process.
What if the update only mentions a possible change?
Instruct Notis to create a request only for confirmed changes. It should report ambiguous or tentative notes for follow-up instead.
What details should the deal update include?
It should identify the existing employee and the field to change, with the confirmed new information. If the employee or requested change is unclear, the automation should not create the request.
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.
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.
Contact Created Trigger
Contact Created Trigger
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.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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.
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.
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.
Hubspot and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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