Keep customer renewals moving with a Breeze follow-up
Turn renewal context into a practical next step, so follow-up stays visible while the team handles other work.
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
Renewal conversations can slip when key account details do not become a task with a timely next action.
- Create a visible renewal follow-up from submitted account context.
- Keep relevant customer details with the work.
- Help the team act before the next renewal conversation is due.
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 renewal record, using the renewal date and account context supplied.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Submit one real renewal record and verify the card title, context, and requested due date.
Questions about this workflow
Does Agile CRM automatically trigger the renewal workflow?
No Agile CRM trigger events are listed. A Notis webhook starts this automation when it receives the renewal details.
Can Notis set a due date?
Ask it to use a due date only when the request supplies one or provides a clear rule. Do not rely on a date or renewal history that is not available.
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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