Turn agency performance findings into practical work
Keep useful findings from Agencyzoom moving by giving each agreed next step a task in Breeze.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Card
Creates a task card in a project.
Why this helps
Performance reviews can produce useful observations without a clear way to carry actions into the team's day-to-day work.
- Connect review findings to action owners and tasks
- Keep the finding visible with its available data context
- Avoid losing next steps after a performance review
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.
- 3Ask Notis to review available Agencyzoom performance data and create Breeze cards for specific findings that meet your stated action criteria.
- 4Choose a notis_cron trigger, set the review cadence, and choose where run reports should go.
- 5Test against one real performance finding and ensure the task states a concrete action.
Questions about this workflow
Can Notis compare performance against a past baseline?
Only if Agencyzoom returns historical data or you provide the baseline and comparison period. Otherwise, ask Notis to summarize the current data available.
Will every performance observation create a task?
Your instruction can limit cards to findings that meet explicit action criteria. Review the first result to refine what qualifies.
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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