Turn expense details on completed Salesforce Tasks into HR records
Capture a business cost mentioned during customer work while the details are still easy to find.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
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.
Why this helps
Costs discussed or recorded during customer follow-up can be forgotten before they reach the HR expense record.
- Reduce missed expense entries after customer work.
- Use task context to identify when an expense is actually present.
- Surface incomplete expense information for a quick follow-up.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Breathe HR once in the Notis portal.
- 2Create a new automation in Automations, then add its name and prompt.
- 3In one instruction, ask Notis to inspect completed Salesforce Tasks for explicit employee expense details, create a Breathe HR expense when the amount, date, and employee are clear, and report incomplete details for review.
- 4Pick the Salesforce Task Created or Completed trigger, with an appropriate optional task filter if useful, and choose where run reports should go.
- 5Test with one real completed Task and review the expense record.
Questions about this workflow
Does every completed Task create an expense?
No. The instruction should tell Notis to create an expense only when the task contains explicit expense details.
What if the task does not identify the employee or amount?
Have Notis report the missing details for review instead of guessing.
Can this submit an expense claim for reimbursement?
This workflow creates an employee expense record using action 24193. It does not group expenses into a claim.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Breathe HR. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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 Lead Trigger
Triggers when a new Lead is created in Salesforce.
Delete Employee Expense
Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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