Turn partner onboarding requirements into tasks
Keep portal requirements from turning into a forgotten checklist in a browser tab.
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
Partner onboarding steps are often scattered across portal pages and easy to lose track of.
- Extract stated steps from selected portal pages.
- Create trackable cards for requirements your team owns.
- Keep page evidence with the follow-up task.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and Breeze once in Notis.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis which approved portal page to inspect and which onboarding steps or deadlines should become Breeze cards.
- 4Choose a webhook trigger and select where run reports should go.
- 5Test with one real onboarding page.
Questions about this workflow
Can it access a private partner portal?
Only if the AgentQL connection has the required access to the page.
Can it create one card per step?
Specify whether you want separate cards for each actionable requirement or a single review card.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Breeze. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql 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.