Review active Breeze projects on a schedule
Get a regular snapshot of active projects so you can see what's in motion at a glance.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
Tool to get all active projects. use when you need an overview of your team's current projects after confirming authentication.
Why this helps
Keeping a portfolio overview current takes effort when project information is spread across boards.
- Retrieve active projects on a recurring cadence.
- Get a short portfolio overview in a report channel.
- Reduce manual project-by-project checks.
Setup
Build it in a few focused steps.
- 1Connect 2chat and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the project snapshot.
- 3Tell Notis to summarize the active Breeze projects returned by the action.
- 4Choose a recurring schedule and a destination for run reports.
- 5Test with one real snapshot request before relying on the schedule.
Questions about this workflow
Does the snapshot include archived projects?
No. The Breeze action returns active projects.
Can the snapshot flag projects that are behind?
Not from this action alone. Define a clear rule and supply any deadline or baseline data needed to assess project status.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 2chat to Breeze. A trigger fires from one place; an action lands in another.
2chat triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
CREATE_LIST
Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
Delete Card
Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
Connect any two apps with Notis in the middle.
2chat and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breeze.