Turn approved project intake into a Breeze project
When a project request is ready to start, send its brief to Notis and create the project without re-entering the basics.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Why this helps
Approved project requests can linger while someone manually recreates their name and purpose in the team workspace.
- Start an approved project from a submitted brief
- Keep project naming consistent with the request
- Reduce duplicate entry during intake
Setup
Build it in a few focused steps.
- 1Connect Breeze once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel to create one.
- 3In one instruction, ask Notis to create a Breeze project only when the incoming request is approved and includes a project name.
- 4Pick a webhook as the trigger, arrange for the intake request to send it, and choose where run reports should go.
- 5Test with one real approved brief and check the created project.
Questions about this workflow
What starts this automation?
An HTTP request sent to the Notis webhook you select as the trigger.
Can an incomplete request create a project?
Tell Notis to require an approval status and project name. Requests missing those details should not create a project.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agent mail to Breeze. A trigger fires from one place; an action lands in another.
Agent mail triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.
New Email Received
Trigger for new emails in an AgentMail inbox
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
CREATE_LIST
Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
Delete Card
Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
Connect any two apps with Notis in the middle.
Agent mail and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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No card. Works with personal or business Breeze.