Make every qualified Agile CRM lead a clear Breeze follow-up
Move a promising lead into a focused Breeze task, with the context your team needs to take the next step.
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
Qualified leads can get buried in the CRM while the team switches tools and tries to remember who should follow up.
- Put qualified leads in the team's task flow quickly.
- Keep the contact and sales context with the follow-up.
- Reduce manual copying between sales tools.
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 qualified lead, including available contact context and a specific next step.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real qualified lead through the webhook and check the resulting Breeze card.
Questions about this workflow
Does Agile CRM trigger this workflow directly?
No. Agile CRM has no listed trigger events for this package. A Notis webhook starts the automation when it receives an HTTP request.
What should the Breeze card include?
Ask Notis to include the lead details returned in the request and a concrete follow-up action. Supply any required project details in your instruction or request.
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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