Keep project contact details ready for use
A recurring review can surface contact data that needs attention before it blocks project work.
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
Contact details gathered at project kickoff can become difficult to revisit when follow-up is needed later.
- Review the active project list on a regular schedule.
- Use Addressfinder checks on contact details provided in the automation context.
- Get a run report that highlights records needing attention.
Setup
Build it in a few focused steps.
- 1Connect Addressfinder and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and describe the recurring review.
- 3State which contact details or records Notis should check and how to summarize issues.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real project and a contact record available to the automation.
Questions about this workflow
Can this workflow check arbitrary Breeze project fields?
The listed Breeze action retrieves active projects. Provide the contact details to check in the automation context or another available input.
Does the workflow edit a project?
No. It retrieves active projects and reports the review findings. The listed actions do not update project fields.
Can I choose how often it runs?
Yes. Choose a recurring schedule when setting up the Notis cron trigger.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Addressfinder to Breeze. A trigger fires from one place; an action lands in another.
Addressfinder 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.
Addressfinder and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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