Add a project stage when a sales handoff needs one
Turn a clear handoff requirement into a dedicated Breeze stage, so the next phase has a visible place to begin.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
CREATE_LIST
Creates a new stage in a project.
Why this helps
Teams can inherit a new sales commitment without a project stage that reflects the work they need to coordinate.
- Create a dedicated stage for a handoff phase.
- Use the stage name and purpose supplied in the request.
- Reduce setup friction when project work changes.
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 list in the specified project when a submitted handoff identifies a needed new phase.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Submit one real handoff with a valid project and stage name, then verify the new list.
Questions about this workflow
Does Agile CRM automatically start the stage creation?
No Agile CRM trigger events are listed. The Notis webhook starts the automation when it receives the handoff.
What does this action require?
It requires a selected Breeze project and a clear name for the new stage.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breeze.