Create Breathe HR employee records from Salesforce Leads
A new hire lead can start a clean employee record in Breathe HR without retyping the details by hand.
Trigger
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 Salesforce while someone has to remember to create a separate employee record and chase gaps.
- Reduce duplicate entry between recruiting and HR records.
- Catch missing employee details before creating a record.
- Give HR a clear run report when information needs review.
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 create a Breathe HR employee for a new Salesforce Lead using available details, and report any missing required fields for review.
- 4Pick the Salesforce New Lead trigger and choose where run reports should go.
- 5Test with one real Lead and review the result.
Questions about this workflow
Which Salesforce event starts this workflow?
Salesforce New Lead Trigger, event 16813.
What information does Breathe HR require to create an employee?
First name, last name, email, and company join date are required. If the Lead does not provide these, the prompt should ask Notis to report the gaps for review.
Does this workflow create a Breathe HR employee automatically?
It can when required details are available. Test with a real Lead first and review the run report and created record.
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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