Start the day with sales and project context in view
Get a focused daily snapshot of active Breeze projects alongside the Agile CRM pipeline context you provide.
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
Starting work across a CRM and project tracker can mean piecing together status before deciding what deserves attention.
- Bring sales and project context into one scheduled review.
- Surface records or projects that may need attention.
- Reduce the time spent opening multiple tools to orient yourself.
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 review available Agile CRM pipeline information you provide alongside Breeze active projects, then summarize possible follow-up needs.
- 4Pick the notis_cron trigger and set the recurring schedule, then choose where run reports should go.
- 5Run it once against real CRM context and active projects, then check the report for useful and accurate findings.
Questions about this workflow
Can this read Agile CRM automatically on its own?
No Agile CRM trigger events are listed here. The schedule starts the run, and the CRM information must be available to Notis through the request or connected workflow context.
Does the workflow update projects?
This version retrieves active Breeze projects and prepares a review. It does not create or change project data.
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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