Review the workspace behind your sales commitments
See what projects live in the selected Breeze workspace and compare them with sales commitments you provide.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Workspace
Retrieve details about a workspace.
Why this helps
Sales commitments can be hard to coordinate when a founder has to inspect workspaces and CRM context separately.
- Get workspace details and its projects in one run.
- Compare the project portfolio with supplied sales commitments.
- Surface possible delivery work that lacks a clear project home.
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 workspace and compare its projects with the sales commitments provided from Agile CRM.
- 4Pick the notis_cron trigger and set a recurring schedule, then choose where run reports should go.
- 5Run it with one real workspace and current sales context, then check the suggested gaps.
Questions about this workflow
Can Notis retrieve any workspace without an identifier?
The workflow needs the relevant Breeze workspace identifier in its instruction or run context.
Does it retrieve sales commitments from Agile CRM?
No Agile CRM trigger events are listed. The sales commitment context needs to be provided to Notis.
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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