Turn customer feedback into a team-owned next step
Make customer feedback easier to act on by giving it a clear task and preserving the details behind the request.
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
Customer feedback can be heard and discussed but still fail to become visible work with a next step.
- Move submitted feedback into a visible team task.
- Keep the original customer context near the action.
- Help the team distinguish a request from an agreed commitment.
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 submitted customer feedback, summarizing the request and context without treating it as a commitment unless specified.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Submit one real feedback item and verify the card accurately reflects the customer's request.
Questions about this workflow
Does the workflow decide whether feedback should be built?
No. It creates a task for review from the submitted feedback. Your prompt should distinguish review work from an approved commitment.
Does Agile CRM send the trigger?
No Agile CRM trigger events are listed. A Notis webhook request starts the workflow.
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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No card. Works with personal or business Breeze.