Turn partner performance concerns into clear follow-up
Make a performance observation actionable with a Breeze card that captures what happened and what needs to happen next.
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
Performance concerns can prompt important partner conversations, but the follow-up may be forgotten once the initial review ends.
- Create a clear task from a performance observation.
- Keep the evidence and intended follow-up together.
- Make partner improvement work easier to revisit.
Setup
Build it in a few focused steps.
- 1Connect Adtraction and Breeze once in the Notis portal.
- 2Create the automation using a plain language instruction or Automations, New Automation.
- 3Tell Notis to create a Breeze follow-up card from each performance concern you send, including the observation and intended next step.
- 4Pick the webhook trigger and where run reports should go.
- 5Test with one real performance follow-up.
Questions about this workflow
Will Notis calculate partner performance?
No. Provide the performance observation or relevant figures in the webhook context. Notis can turn that context into a Breeze task.
Can it include a follow-up date?
Include the desired date in the information you send and instruct Notis to use it when creating the task.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Adtraction to Breeze. A trigger fires from one place; an action lands in another.
Adtraction 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.
Adtraction and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Breeze.