See the Breeze workspaces available for customer work
Get a simple inventory of available workspaces to help orient sales and delivery planning across accounts.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Workspaces
List all available workspaces.
Why this helps
A founder can lose time figuring out where customer work belongs when workspace structure is not easy to recall.
- List available Breeze workspaces in one run.
- Use workspace context alongside supplied sales planning details.
- Reduce time spent searching for the right work area.
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 available Breeze workspaces and summarize which may fit the sales and delivery context provided from Agile CRM.
- 4Pick the notis_cron trigger and set a recurring schedule, then choose where run reports should go.
- 5Run the inventory and verify the workspace list and suggested uses against your actual planning context.
Questions about this workflow
Does the workflow create a workspace?
No. It lists available workspaces and provides a planning summary.
Can it know which Agile CRM accounts belong in each workspace?
Only if the account and planning details are available in the run context. The workflow should label suggestions as suggestions when there is no explicit relationship.
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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