Create Breathe HR expense claims from Outlook
Turn a stream of expense emails into one organized claim.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Action
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.
Why this helps
Employees submit several expenses, but someone still has to gather them into a claim.
- Groups related expenses
- Speeds reimbursement preparation
- Reduces forgotten receipts
Setup
Build it in a few focused steps.
- 1Connect Outlook and Breathe HR in Notis once.
- 2Create an automation named Group emailed expenses into claims.
- 3Tell Notis to identify unclaimed expenses for the same employee and create one claim when complete.
- 4Pick New Outlook Message as the trigger and choose a report channel.
- 5Test with a small set of expense emails.
Questions about this workflow
How does Notis know which expenses belong together?
Describe the grouping rule in your instruction, such as employee and submission period.
Can it wait for missing receipts?
Yes, instruct it to report incomplete groups rather than submit them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Breathe HR. A trigger fires from one place; an action lands in another.
Outlook triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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 Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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