Prepare for demos with a Breeze task that carries the context
Make a demo request actionable by turning its details into a focused preparation task for your team.
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
Demo preparation gets harder when prospect needs are left in the CRM and the team has to reconstruct the context later.
- Create a preparation task from submitted demo details.
- Keep prospect context near the work.
- Make the next step visible before the meeting.
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 demo request, summarizing the prospect's stated needs and preparation steps.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Submit one real demo request and check that the card contains only supported context and useful prep.
Questions about this workflow
Does this use an Agile CRM event trigger?
No. Agile CRM exposes no trigger events here, so the workflow begins when a Notis webhook receives the demo request.
Can it schedule a task before the demo?
Only when the request includes a demo date or your instruction gives a reliable scheduling rule.
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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