Make policy status reviews easier to act on
When a policy needs a closer look, give the follow-up a place in the team's Breeze project.
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
Policy status checks can reveal work that gets forgotten when the finding stays buried in a record.
- Turn policy review findings into visible tasks
- Keep the record status and review reason with the task
- Support a consistent review rhythm
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 policy statuses and create Breeze cards for records meeting your stated review criteria.
- 4Choose a notis_cron trigger, set the review schedule, and choose where run reports should go.
- 5Test with one real policy record and confirm the task reflects the available status accurately.
Questions about this workflow
Can Notis detect every kind of policy issue?
Notis can only evaluate status and fields returned by Agencyzoom. Specify the statuses or conditions to review, and supply any missing criteria in the prompt.
Will the same policy create repeated tasks?
The prompt can ask Notis to check current Breeze cards before creating a task. Confirm the first run's duplicate handling with a real record.
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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