Bring project collaborators into website change reviews
Prepare a change review with both the latest findings and the people already on the project.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project People
Retrieve the users in a project.
Why this helps
Monitoring reviews often require separate lookups to see who is involved and who may need to hear about a change.
- See project participants beside relevant changes.
- Prepare a more focused team review.
- Avoid looking up project membership by hand.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, or tell Notis from any channel.
- 3In one instruction, ask Notis to review selected Agenty changes and retrieve the people in the specified Breeze project for a concise report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real change and project.
Questions about this workflow
Does this workflow send a message to collaborators?
No. It retrieves project people and prepares a report in the selected run-report channel.
Can it decide who should be invited?
It can summarize information returned by the tools, but invitation decisions and any missing contact information should be supplied by you.
Why is this a scheduled workflow?
It supports a regular review of changes and project membership. Agenty has no listed trigger event in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Breeze. A trigger fires from one place; an action lands in another.
Agenty 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.
Agenty 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.