Give agency improvement initiatives a project home
Turn a selected performance opportunity into a Breeze project with its goal and context close to the work.
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
Improvement initiatives can lose momentum when performance insights do not get their own shared workspace.
- Give a selected initiative a shared project space
- Carry the supplied goal into the project context
- Help the team find initiative work alongside other projects
Setup
Build it in a few focused steps.
- 1Connect Agencyzoom and Breeze once in the Notis portal.
- 2Create an automation in Automations, then choose New Automation.
- 3Tell Notis to create a Breeze project when an Agencyzoom improvement initiative is submitted, using the supplied initiative name and goal.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real initiative and verify that the project is identifiable and focused.
Questions about this workflow
Will Notis decide which performance findings deserve a project?
You should define the criteria in the prompt or submit only selected initiatives. Notis can use only the performance data and context available.
Does creating the project also create its tasks?
This action creates the project. It does not create cards or lists as part of the same Breeze action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Breeze. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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