Give every new Agencyzoom client an onboarding home
Turn a client onboarding request into a Breeze project your team can organize and move forward.
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
Starting client work can mean rebuilding the same context in a separate project tool.
- Give onboarding work a dedicated project
- Carry available client details into the project name or description
- Reduce repeated setup after a client is ready to begin
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 a client onboarding request is submitted, using the available client details.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real onboarding request and verify the project is easy to identify.
Questions about this workflow
Does this trigger fire directly from Agencyzoom?
No Agencyzoom trigger events are listed here. The notis_webhook trigger starts when an HTTP request is sent to Notis with the relevant client details.
Can the project include an onboarding checklist?
This action creates a project. You can ask Notis to include available onboarding context in the project details, but this workflow does not create lists or cards.
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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