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Notis

Add a Breeze stage when a document milestone arrives

Give a new review or approval phase a place in the project as soon as it is identified.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

CREATE_LIST

Creates a new stage in a project.

Why this helps

Teams may recognize a new document phase but forget to make room for it in their project workflow.

  • Create a dedicated stage for a document-related milestone.
  • Use a project and stage name supplied in the webhook or instruction.
  • Keep project structure aligned with the work being handled.

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 describe the milestone handoff.
  • 3Tell Notis to create a Breeze list for the milestone in the specified project.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Send one real milestone webhook and check the new list.

Questions about this workflow

What does the webhook need to identify?

It should describe the milestone and provide or reference the Breeze project where the new stage belongs.

Will Notis choose a project automatically?

Only if your instruction and webhook provide an unambiguous project reference. The Breeze action requires a selected project.

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.

TriggerScheduled

Add Project People

Invites people to join a project.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Project

Archives a project to hide it from active views.

ActionInstant

Create Card

Creates a task card in a project.

ActionInstant

CREATE_LIST

Creates a new stage in a project.

ActionInstant

Create Project

Creates a new project.

ActionInstant

Create Workspace

Creates a new workspace.

ActionInstant

Delete Card

Permanently deletes a card; this action cannot be undone.

ActionInstant

Delete Project

Deletes a project.

ActionInstant

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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