Review the Breeze task behind a document handoff
See the task details that matter without searching through a project by hand.
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
Finding the right task and checking its owners, tags, and checklist can slow down a document handoff.
- Retrieve detailed metadata for a referenced task.
- Summarize available tags, users, todos, and time entries.
- Make a document handoff easier to assess in one place.
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 task review.
- 3Tell Notis to retrieve the referenced Breeze card and summarize details relevant to the document handoff.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real webhook that identifies a known project and card.
Questions about this workflow
Can this find a card from the document name alone?
The action requires a project id and card id. Include them in the webhook or provide a reliable lookup process in your instruction.
Does this edit the task?
No. It retrieves task details for review.
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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No card. Works with personal or business Breeze.