Spot credential project cards that need follow-up
Review cards in the specified Breeze project on a schedule and create new tasks when the returned details call for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GET_CARDS
Retrieve all cards in a project.
Why this helps
A task can stall when the team does not have a regular review that turns project status into next steps.
- Review existing project cards on a routine schedule.
- Create follow-up work based on team-defined criteria.
- Keep attention on tasks that need a next step.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Breeze once in the Notis portal.
- 2Create an automation and define the card conditions that merit a new task.
- 3Pick a recurring schedule and choose where run reports go.
- 4Test with one known card and confirm the resulting follow-up is useful.
Questions about this workflow
Can this tell that a card is stalled?
Only if the returned card information supports your criteria, such as a known status or date. Define what stalled means in the instruction.
Does this edit or move existing cards?
No. This workflow reviews cards and creates a new task for follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Breeze. A trigger fires from one place; an action lands in another.
Accredible certificates 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.
Accredible certificates and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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