Keep contract milestones from slipping into the CRM
Turn a milestone in the customer journey into a clear task, so the next action is visible to the people doing the work.
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
Contract milestones can have dependencies and deadlines that are easy to overlook when they are only noted in the CRM.
- Make a submitted milestone visible in the project workflow.
- Carry the related account and milestone context into the card.
- Highlight supplied deadlines and requested actions.
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 create a Breeze card for each submitted contract milestone, using the supplied account details, deadline, and next action.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Submit one real milestone and confirm that the card uses only the dates and details supplied.
Questions about this workflow
Does the workflow know the contract deadline?
Only if the deadline is included in the webhook request or otherwise provided to Notis.
Does Agile CRM expose a milestone trigger?
No Agile CRM trigger events are listed here. The request must reach the Notis webhook to start the run.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breeze.