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Notis

Review ActiveTrail campaigns with current Breeze project context

See campaign findings alongside the team's active project landscape during a scheduled review.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Get Projects

List all active projects.

Why this helps

Campaign reviews can miss existing work when campaign performance and project status live in separate tools.

  • Bring active project context into a scheduled campaign review.
  • Help avoid duplicating work already underway.
  • Make campaign review summaries more useful for planning.

Setup

Build it in a few focused steps.

  • 1Connect ActiveTrail and Breeze once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to review recent ActiveTrail campaign information alongside the active Breeze project list and report useful context.
  • 4Pick a recurring schedule and choose where run reports should go.
  • 5Test with one real review and check the report against the returned project list.

Questions about this workflow

Does this workflow modify Breeze projects?

No. It retrieves active projects to inform the review and does not change them.

Can it identify project status beyond the data returned?

It can only use the project information returned by Breeze and the campaign information available from ActiveTrail. Missing context should be supplied in your instruction.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link ActiveTrail to Breeze. A trigger fires from one place; an action lands in another.

ActiveTrail triggers

Breeze actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Add Project People

Invites people to join a project.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Archive Project

Archives a project to hide it from active views.

ActionInstant

Create Card

Creates a task card in a project.

ActionInstant

CREATE_LIST

Creates a new stage in a project.

ActionInstant

Create Project

Creates a new project.

ActionInstant

Create Workspace

Creates a new workspace.

ActionInstant

Delete Card

Permanently deletes a card; this action cannot be undone.

ActionInstant

Delete Project

Deletes a project.

ActionInstant

Connect any two apps with Notis in the middle.

ActiveTrail and Breeze, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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