Skip to content
Notis

Surface policy documents after profile changes

Give HR the policy context needed to handle sensitive profile updates.

Trigger

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

Action

List Company Documents

Tool to retrieve a paginated list of company documents from BreatheHR. Use when you need to access or view company-wide documents stored in the BreatheHR system.

Why this helps

People teams waste time searching for the right policy after a contact change.

  • Shorten policy searches
  • Support consistent handling
  • Keep reviews grounded in current documents

Setup

Build it in a few focused steps.

  • 1Connect Mailchimp and Breathe HR in Notis once.
  • 2Create an automation for policy assisted profile reviews.
  • 3Tell Notis to find company documents relevant to the profile change and summarize their titles and relevance.
  • 4Pick the Mailchimp Profile Update Trigger.
  • 5Choose a report channel and test with one real update.

Questions about this workflow

Does it change any documents?

No. It only retrieves relevant company documents for review.

Can it return full document content?

Ask Notis to provide the level of detail your document access and review process allows.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Mailchimp 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

Campaign Trigger

Triggered when a campaign is sent or experiences an event in Mailchimp

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

Profile Update Trigger

Triggered when a subscriber's profile is updated in Mailchimp

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

Subscribe Trigger

Triggered when a subscriber subscribes to Mailchimp

TriggerInstant

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

Unsubscribe Trigger

Triggered when a subscriber unsubscribes from Mailchimp

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

Save your first hour today.

7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breathe HR.