Connect company projects to the pipeline plans they support
Bring the project view and the plans that depend on it into one regular review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Company Projects
Retrieve the company’s projects.
Why this helps
It is difficult to see whether active projects support upcoming pipeline work when project and sales context are separate.
- Bring company projects into a regular planning review.
- Compare project context with supplied pipeline priorities.
- Reduce manual cross-system checks.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Breathe HR once in Notis.
- 2Create an automation and describe how project information should be reviewed with supplied pipeline context.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real planning period and relevant pipeline context.
Questions about this workflow
Does this create or update a project?
No. It lists company projects for review.
Does the workflow fetch Agile CRM pipeline data automatically?
No Agile CRM trigger event is listed. Supply the pipeline or delivery context needed for the review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Breathe HR. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Approve a pending employee leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Create a new employee record.
Create Employee Change Request
Create a request to change an employee’s information.
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Create Employee Sickness
Create a record of an employee’s sickness absence.
Delete Employee Expense
Delete an employee expense record.
Delete Employee Training Course
Delete an employee training course record.
Connect any two apps with Notis in the middle.
Agile CRM and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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