Keep every sales commitment connected to follow-through
Capture the next action while the commitment is fresh and keep it visible in Breeze.
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
Promises made during sales conversations can be easy to miss when they are not turned into a tracked task.
- Turn a client promise into a trackable task
- Include a due date when the source request supplies one
- Keep the follow-up connected to client context
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 sales commitment, including its promised action, client context, and supplied due date.
- 4Choose the notis_webhook trigger and select where run reports should go.
- 5Test with one real commitment and confirm the task represents the promise accurately.
Questions about this workflow
Can Notis invent a due date if none was recorded?
No. The prompt should use a due date only when supplied or available in Agencyzoom; otherwise the task can be created without one.
What starts the workflow?
A notis_webhook starts it when an HTTP request with the commitment details is sent to Notis.
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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