See active projects alongside agency follow-up needs
Get a scheduled view of active Breeze projects and Agencyzoom follow-up information in one run report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
List all active projects.
Why this helps
Founders can spend too much time switching between project status and client follow-up records to see what needs attention.
- Bring project and client follow-up context into one review
- Highlight areas that may need a human decision
- Reduce repetitive context switching across work systems
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 retrieve active Breeze projects and review available Agencyzoom follow-up information, then summarize items that may need attention.
- 4Choose a notis_cron trigger, set the review cadence, and choose where run reports should go.
- 5Test with one real review and check that the summary distinguishes source facts from suggested attention areas.
Questions about this workflow
Does this update project status?
No. This workflow retrieves active projects and summarizes the available information for review.
Can Notis determine whether a project is behind?
Only if returned information includes due dates, progress, or another relevant signal. Otherwise, Notis should report the available facts without claiming a project is late.
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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