Make email sequence reviews visible in Breeze
Give sequences that need attention a clear task, instead of relying on someone to remember to check.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card
Creates a task card in a project.
Why this helps
Automated email sequences can keep running while their review or maintenance slips off the team's radar.
- Create visible work for sequence reviews that need attention.
- Keep recurring review work in the team's project system.
- Reduce reliance on memory for campaign maintenance.
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 ActiveTrail email sequences and create a Breeze card when a sequence needs human attention.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real sequence and review the task details.
Questions about this workflow
What sequence information can the review use?
Notis can use information returned through the ActiveTrail connection. If a needed detail is unavailable, include it in your instruction or treat it as missing.
Will Notis change a sequence?
No. This workflow creates a Breeze task for review; it does not edit or send an ActiveTrail sequence.
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.
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.
ActiveTrail and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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