Give every new customer a ready-to-start Breeze project
When a customer win is submitted, create a Breeze project that gives onboarding work a clear home.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
A new customer can be ready to start before anyone has created a shared place to coordinate onboarding.
- Create a dedicated home for new customer work.
- Carry supplied customer context into project setup.
- Reduce the delay between a win and onboarding coordination.
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 project for each submitted customer win using the customer and onboarding details provided.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real customer win through the webhook and verify the new Breeze project.
Questions about this workflow
Will Agile CRM send a trigger event to Notis?
No Agile CRM trigger events are listed. The workflow starts when a Notis webhook receives an HTTP request containing the customer win.
Can the automation infer onboarding tasks?
It can create the project from available details, but any onboarding checklist or required project conventions should be specified in your instruction.
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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