Bring the right account stakeholders into the Breeze project
When an account handoff includes the people who need to help, add their supplied email addresses to the project.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Project People
Invites people to join a project.
Why this helps
Important stakeholders can be left out of project coordination when their CRM details never make it to the team workspace.
- Include the people supplied in the account handoff.
- Reduce manual lookup and invitation steps.
- Keep customer coordination in the relevant project.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to add the supplied stakeholder email addresses to the specified Breeze project when an account handoff is submitted.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Submit one real handoff with valid project and email details, then verify the project people list.
Questions about this workflow
Will it discover stakeholder emails from Agile CRM?
No Agile CRM trigger events are listed. The webhook request must provide the email addresses to invite.
What details are needed to add project people?
A valid Breeze project identifier and one or more stakeholder email addresses are required.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Breeze. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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