Review Salesforce updates for employee sickness records
A scheduled review can catch sickness details recorded in Salesforce and bring them into the right HR record.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
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.
Why this helps
Sickness information captured during a busy day can be easy to miss when no one remembers to transfer it to HR.
- Create a recurring checkpoint for documented sickness details.
- Reduce the chance of relevant absence information being overlooked.
- Keep unclear or sensitive details available for human 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 review the available Salesforce records for explicit employee sickness details and create a Breathe HR sickness record only when the employee and dates are clear, reporting uncertain cases.
- 4Pick a recurring Notis schedule and choose where run reports should go.
- 5Test with one real example and review the sickness record and report.
Questions about this workflow
What starts this workflow?
A recurring Notis schedule starts it.
Does the schedule automatically find every new Salesforce record?
The schedule runs the instruction against available connected data. Ask Notis to review a defined set of relevant records, and confirm the data available during testing.
What if Salesforce does not contain sickness dates or an employee match?
The prompt should ask Notis to report the missing information for review rather than create an incomplete 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
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.