Add Breeze project context to a document handoff
Bring the project details alongside a document signal before deciding what needs attention.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Project
Retrieve detailed information about a project.
Why this helps
A document handoff often lacks the project context needed to understand its importance quickly.
- Retrieve detailed information for a referenced Breeze project.
- Summarize the handoff alongside project context returned by Breeze.
- Avoid opening another tool just to orient yourself.
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 the project-context handoff.
- 3Tell Notis to retrieve the referenced Breeze project and summarize it with the webhook's document context.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real handoff that references a known project.
Questions about this workflow
What does the webhook need to include?
It needs to identify the Breeze project. Include the document context that should appear in the summary.
Does this change the project?
No. The selected Breeze action retrieves project details for a report.
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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