See which onboarding accounts have a Breeze project
Make it easier to spot newly won customers whose onboarding work may not yet have a shared project home.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
List all active projects.
Why this helps
When customer onboarding starts in the CRM, it can be hard to see whether the delivery team has created a matching project.
- Review onboarding accounts alongside active Breeze projects.
- Surface accounts that may need a project created.
- Reduce manual cross-checking during customer handoffs.
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 compare onboarding accounts provided from Agile CRM with Breeze active projects and list accounts without an apparent match.
- 4Pick the notis_cron trigger and select the recurring schedule, then choose where run reports should go.
- 5Run with current onboarding accounts and active projects, then verify the reported unmatched accounts.
Questions about this workflow
Can it find every onboarding account directly in Agile CRM?
No Agile CRM trigger events are listed. Provide the account details in the run context or through a workflow that makes them available to Notis.
Will it create missing projects?
This review only lists apparent matches and gaps. A separate instruction can create projects, but the required project name and details must be available.
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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