Create employee records from confirmed hiring deals
Move a hire from your HubSpot pipeline into Breathe HR without re-entering their details. Notis creates the employee record when the deal confirms the hire and the required information is available.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
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
Hiring details can sit in the CRM after a decision, leaving someone to copy them into HR and delaying onboarding.
- Reduce duplicate entry between the hiring pipeline and HR system.
- Start onboarding promptly once a hire is confirmed.
- Avoid creating incomplete employee records when required details are missing.
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 a deal stage update confirms a hire and the required employee details are available.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports should go.
- 5Test with one real hiring deal update and confirm the employee record details.
Questions about this workflow
Will every deal stage update create an employee?
No. In the instruction, tell Notis to create a record only when the updated stage confirms a hire. You can specify which stage names count for your process.
What information is required to create an employee?
Breathe HR requires first name, last name, email, and company join date. Make sure those details are available in the deal context or other information Notis can access before asking it to create the record.
What if the deal does not include a join date?
The automation should skip creation and report the missing information so someone can provide it.
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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