Turn signed agreements into Breeze follow-up tasks
Move from signature to follow-through without keeping the next step in your head.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Card
Creates a task card in a project.
Why this helps
A signed agreement can still need filing, review, or a kickoff, and those follow-ups are easy to lose between tools.
- Create a visible follow-up task when a signature workflow completes.
- Keep the next action in the team's project workspace.
- Use webhook details to summarize the agreement and requested follow-up.
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 give it a clear name.
- 3Tell Notis to create a Breeze task for the next step described in each signed-agreement completion webhook.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Send one real completion webhook to test the task details.
Questions about this workflow
Does ActiveMerge provide a trigger event for this workflow?
No ActiveMerge trigger event is listed. Notis starts from a webhook sent by ActiveMerge or its connected backend after the signature workflow completes.
What should the webhook include?
Include enough information to identify the agreement and describe the follow-up. If the destination project or next step is not in the request, supply it in the instruction or webhook.
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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