Create Breathe HR expenses from Todoist
Turn an expense task into a clean HR expense record while the receipt details are fresh.
Trigger
New Task Created
Trigger when a new task is added to Todoist.
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
Expense details lose context when they are copied manually from task lists later.
- Capture expenses promptly
- Reduce transcription errors
- Keep reimbursement work moving
Setup
Build it in a few focused steps.
- 1Connect Todoist and Breathe HR in the Notis portal.
- 2Create an automation that creates an employee expense from each task marked as a submitted expense.
- 3Pick Todoist New Task Created as the trigger.
- 4Select a report destination and test with one task containing employee, amount, date, and description.
Questions about this workflow
Can receipt links stay with the expense?
Include the receipt URL in the task and ask Notis to preserve it in the expense details when supported.
What if the task lacks an amount?
Notis can report the missing amount instead of creating an incomplete record if you specify that rule.
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.
Approve Leave Request
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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.
New Task Created
Trigger when a new task is added to Todoist.
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.
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.
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.
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.
Delete Employee Expense
Tool to delete an employee expense by ID. Use when you need to remove an expense record from the system.
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.
Todoist and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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