Move qualified Affinity deals into Breeze projects
When a deal is ready to move forward, start a project without rebuilding the context by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
Qualified deals can stall while someone copies their details into a project plan.
- Start execution with less manual setup.
- Keep the deal context close to the work.
- Reduce delays between qualification and action.
Setup
Build it in a few focused steps.
- 1Connect Affinity and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis: When I send a qualified Affinity deal, create a Breeze project using its name and the context I provide.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real qualified deal and review the project.
Questions about this workflow
Does Affinity provide a built-in trigger for this workflow?
No. Start it with a Notis webhook, which receives an HTTP request when you choose to send one.
Will Notis decide which deals qualify?
Only if your instruction supplies clear qualification criteria and the deal data needed to evaluate them.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Affinity to Breeze. A trigger fires from one place; an action lands in another.
Affinity 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.
Affinity and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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