Give client service escalations a visible owner and next step
Move an escalation out of a record and into the team's shared work queue with its context attached.
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
Urgent client issues are harder to track when the details and the team's action list are in separate places.
- Make client issues visible alongside team work
- Preserve the supplied issue details in the task
- Give the team a practical follow-up to start from
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 card for each submitted Agencyzoom service escalation, including the supplied issue and client context.
- 4Choose the notis_webhook trigger and choose where run reports should go.
- 5Test with one real escalation and confirm the card describes the issue clearly.
Questions about this workflow
Does Agencyzoom send an escalation event to Notis automatically?
No Agencyzoom trigger events are listed. A notis_webhook starts the run when an HTTP request containing the escalation is sent.
Can this workflow decide the escalation priority?
Only if the request or Agencyzoom data includes relevant priority details, or you provide clear decision criteria in the prompt.
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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