Keep key account plans connected to project work
Review the detail of a specific Breeze project alongside the account plan you provide and see what may need attention.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project
Retrieve detailed information about a project.
Why this helps
A key account plan can drift from project execution when its goals and the delivery team's current work are reviewed separately.
- Retrieve details for a specific Breeze project.
- Compare current project information with the supplied account plan.
- Surface possible follow-up needs for the account team.
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 retrieve the specified Breeze project and review it against the Agile CRM account plan details provided.
- 4Pick the notis_cron trigger and choose a recurring schedule, then choose where run reports should go.
- 5Run the check against one real project and current account plan, then verify the reported gaps.
Questions about this workflow
What does the Breeze project lookup need?
It needs a valid project identifier supplied in the instruction or run context.
Can Notis retrieve the account plan from Agile CRM?
No Agile CRM trigger events are listed. The account plan details must be available to the run.
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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