Start a Breeze project from a prepared document packet
Give a new client packet or signed deal a clear home for the work that follows.
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
Important document packets can arrive without a project ready to organize the work they imply.
- Give a new body of work a dedicated Breeze project.
- Use packet details from the webhook to describe the project.
- Reduce the gap between document preparation and team coordination.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the project handoff.
- 3Tell Notis to create a Breeze project using the packet purpose and details in the webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real document-packet webhook and review the created project.
Questions about this workflow
Can this create a project from any ActiveMerge template?
It can respond to a webhook for a document packet, provided the request and instruction give Notis enough context to name and describe the project.
Does this add people to the project?
No. This workflow creates the project. Adding people is a separate Breeze action and requires their email addresses.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Breeze. A trigger fires from one place; an action lands in another.
ActiveMerge 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.
ActiveMerge and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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