Bring agreement reviewers into the right Breeze project
Keep the people responsible for an agreement's next steps together with the project work.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Project People
Invites people to join a project.
Why this helps
Reviewers can be left outside the project where a signed or prepared agreement needs follow-up.
- Add only the email addresses identified for project access.
- Tie agreement follow-up to the relevant Breeze project.
- Avoid a manual invitation step after document preparation.
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 who should be added.
- 3Tell Notis to add the webhook's specified email addresses to the referenced Breeze project.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real webhook containing a known project and reviewer email.
Questions about this workflow
Does this workflow discover who should be invited?
No. The webhook or instruction must specify the email addresses to add.
What does Breeze need to add people?
A valid project reference and one or more email addresses, as required by the Breeze action.
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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