See contact check follow-up beside active work
Review task context and contact checks together, then direct attention to the items that need follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GET_CARDS
Retrieve all cards in a project.
Why this helps
Teams can lose track of whether a task depends on contact details that still need validation.
- Review cards in a confirmed Breeze project on a recurring schedule.
- Check only contact details supplied for the related work.
- Receive a concise report of items that need 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 task review.
- 3Specify the Breeze project and provide related contact details for Addressfinder checks.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real Breeze project and one related contact record.
Questions about this workflow
Does this workflow scan every project?
The GET_CARDS action retrieves cards for a specific project. Provide the project details in the automation instructions or context.
Does it automatically move or edit cards?
No. This workflow retrieves cards and reports findings; moving cards requires a separate instruction using a supported action.
Where do contact details come from?
Supply the relevant contact details in the available automation context. The listed Breeze card action does not describe a contact lookup.
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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