Bring task details into a job document handoff
Check the task record before coordinating documents tied to the job, so the handoff includes useful context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Card
Retrieve detailed information about a project card.
Why this helps
Document follow-up can stall when the related task, owner, or checklist is unclear.
- Retrieve task details tied to document work.
- Check available user and checklist context.
- Reduce back-and-forth to identify the related task.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Breeze once in Notis.
- 2Create an automation describing which document handoffs need task details.
- 3Choose a webhook trigger and provide the known project and card context.
- 4Choose where run reports should go.
- 5Test with one real document handoff and review the returned card metadata.
Questions about this workflow
What does the card lookup return?
It retrieves detailed metadata for a specific task, including available tags, users, todos, and time entries.
Does it modify the task?
No. The action retrieves task details for review or summarization.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Breeze. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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