Create Breathe HR expense claims from Zendesk
Turn a reimbursement request into a grouped claim with less admin.
Trigger
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
Action
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.
Why this helps
Employees and finance teams spend time finding individual unclaimed expenses.
- Groups eligible expenses quickly
- Reduces missed receipts
- Improves claim turnaround
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Breathe HR once.
- 2Create an automation that identifies the employee and eligible unclaimed expenses, then creates one claim.
- 3Choose New Zendesk Ticket as the trigger.
- 4Select a report channel and test with one reimbursement request.
Questions about this workflow
Can the workflow avoid already claimed expenses?
Yes. Tell Notis to use only unclaimed expense records.
What if the ticket does not identify an employee?
Notis can report that it needs an employee name, email, or ID.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Breathe HR. A trigger fires from one place; an action lands in another.
Zendesk 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.
New User Created
Triggered when a new user is created in Zendesk.
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.
New Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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