Keep people projects connected to agency growth priorities
See the current Breathe HR company projects alongside the AgencyZoom growth priorities your team supplies, then review which efforts need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Company Projects
Retrieve the company’s projects.
Why this helps
Internal people projects can lose visibility when founders focus on sales activity and client work.
- Make company projects visible during growth planning.
- Connect project review to priorities supplied by your team.
- Surface questions without pretending the systems share project ownership data.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to list Breathe HR company projects and summarize alignment questions against the AgencyZoom growth initiatives you provide, marking any relationship as a hypothesis unless supported by the data.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one actual planning period and validate the follow-up questions.
Questions about this workflow
Does this automatically connect projects to AgencyZoom deals?
No. Supply growth initiative context in the review. Notis should present possible relationships as questions unless the data supports a clear link.
Does it update or create projects?
No. The selected action lists company projects for review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Breathe HR. A trigger fires from one place; an action lands in another.
Agencyzoom triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Approve a pending employee leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Create a new employee record.
Create Employee Change Request
Create a request to change an employee’s information.
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Create Employee Sickness
Create a record of an employee’s sickness absence.
Delete Employee Expense
Delete an employee expense record.
Delete Employee Training Course
Delete an employee training course record.
Connect any two apps with Notis in the middle.
Agencyzoom and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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