Keep stalled deals from slipping off your radar
Let a scheduled review surface deals that have gone quiet and give each one a practical next step in Breeze.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card
Creates a task card in a project.
Why this helps
Deals can sit without attention when follow-up depends on remembering to revisit another dashboard.
- Bring stalled opportunities into a shared task list.
- Set your own definition of a stalled deal in plain language.
- Give the team a recurring review rhythm without checking dashboards manually.
Setup
Build it in a few focused steps.
- 1Connect ActiveCampaign and Breeze once in Notis.
- 2Create an automation that describes the deal conditions and follow-up task to create.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go, then test with one real deal that meets your criteria.
- 5Confirm the selected Breeze project and task details.
Questions about this workflow
What does stalled mean for this automation?
You define it in the instruction, such as a period without an update. ActiveCampaign must provide the deal information needed to assess that condition.
Will it create a task for every deal?
The instruction can limit tasks to deals that meet your criteria. Review the test run to confirm the results.
What Breeze details are needed?
The Create Card action needs a valid project id. Include the deal context and requested follow-up in the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Active campaign to Breeze. A trigger fires from one place; an action lands in another.
Active campaign 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.
Active campaign and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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