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Notis

Send relevant Salesforce Contact changes to Breathe HR

Keep employee information changes visible to HR by turning relevant Contact updates into reviewable change requests.

Trigger

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

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

A contact detail or role change can be recorded in Salesforce without prompting HR to review the employee record.

  • Bring relevant changes into HR's review queue.
  • Keep the change request process visible and traceable.
  • Avoid treating every CRM update as an employee data change.

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 review changed Salesforce Contact fields and create a Breathe HR employee change request only when an employee field change is clearly relevant, flagging uncertain identity matches for review.
  • 4Pick the Salesforce Contact Updated trigger and choose where run reports should go.
  • 5Test with one real Contact update and review the request.

Questions about this workflow

Which Contact changes should create a Breathe HR request?

Specify the employee information changes that matter in the instruction, such as job title or department. Notis can use the changed fields from the event to assess relevance.

Will Notis know which employee record matches the Contact?

Only when the available details support a reliable match. Ask Notis to report uncertain matches rather than create a request against the wrong person.

Does this update the employee record directly?

No. The selected action creates an employee change request for review in Breathe HR.

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.

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

Account Created or Updated

Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.

TriggerPolling

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

Contact Updated

Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.

TriggerPolling

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

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.

TriggerPolling

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

New Contact Trigger

Triggers when a new Contact is Created in Salesforce.

TriggerPolling

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

New Lead Trigger

Triggers when a new Lead is created in Salesforce.

TriggerPolling

Delete Employee Expense

Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.

ActionInstant

New or Updated Opportunity

Triggers when a Salesforce Opportunity is created or updated.

TriggerPolling

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.

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

When this happens · Trigger

Do this · Action

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