Start client projects with a verified contact
Check the contact detail, then give approved client work a project space in Breeze.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
Starting client work before confirming a contact detail can create avoidable cleanup and unclear ownership.
- Check the supplied phone number before project setup.
- Create a Breeze project from an actionable client request.
- Keep the original request available as project context.
Setup
Build it in a few focused steps.
- 1Connect Abstract and Breeze once in the Notis portal.
- 2Create an automation and give it a clear name.
- 3Describe that Notis should verify the submitted phone number with Abstract and create a Breeze project using the supplied project name when the request qualifies.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client request.
Questions about this workflow
Does this workflow create a project for every webhook?
Your instruction can specify that a project should be created only when the phone check and request meet your criteria.
What should I include in the request?
Include the phone number, proposed project name, and enough context to identify the client work.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Abstract to Breeze. A trigger fires from one place; an action lands in another.
Abstract triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Invites people to join a project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Archives a project to hide it from active views.
Create Card
Creates a task card in a project.
CREATE_LIST
Creates a new stage in a project.
Create Project
Creates a new project.
Create Workspace
Creates a new workspace.
Delete Card
Permanently deletes a card; this action cannot be undone.
Delete Project
Deletes a project.
Connect any two apps with Notis in the middle.
Abstract and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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