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Notis

Review Breathe HR expense claims from Todoist

Keep reimbursement follow-ups tied to the task that tracks the next step.

Trigger

New Task Created

Trigger when a new task is added to Todoist.

Action

List Employee Expense Claims

Tool to list employee expense claims from BreatheHR. Use when you need to retrieve expense claims, optionally filtered by employee ID or claim state. Supports pagination for large result sets.

Why this helps

Expense claim follow-ups get missed when status information is buried in a separate HR system.

  • Find overdue claims
  • Reduce finance follow-up time
  • Keep reimbursement work visible

Setup

Build it in a few focused steps.

  • 1Connect Todoist and Breathe HR once.
  • 2Create an automation that lists claims matching the employee, status, or period described in each task.
  • 3Pick Todoist New Task Created as the trigger.
  • 4Select a report channel and test with one reimbursement follow-up task.

Questions about this workflow

Can it focus on unapproved claims?

Yes. State the claim status you want Notis to retrieve.

Does it approve or reject claims?

No. It reports claim records; use the update action for an authorized decision.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Todoist to Breathe HR. A trigger fires from one place; an action lands in another.

Todoist 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

New Task Created

Trigger when a new task is added to Todoist.

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

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

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

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

Delete Employee Expense

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

ActionInstant

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.

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

When this happens · Trigger

Do this · Action

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