See which Breeze tasks relate to a new document packet
Get a quick view of existing project work when a new packet changes the context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
GET_CARDS
Retrieve all cards in a project.
Why this helps
A new document packet can change priorities, but understanding its effect means switching tools and scanning tasks manually.
- Retrieve cards for the project referenced by the webhook.
- Ask Notis to summarize which existing tasks appear relevant to the packet.
- Surface possible follow-up without creating duplicate work.
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 review you want.
- 3Tell Notis to fetch cards for the referenced Breeze project and summarize relevant work using the packet context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real packet webhook for a project with existing cards and review the report.
Questions about this workflow
Does this create or update tasks?
No. It retrieves project cards for review and reporting. Create or update tasks would require a separate action.
Can Notis compare against document history?
Only if the webhook or connected data provides that history. Otherwise, the review is based on the packet details and cards returned.
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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