Find aging opportunities that may need project follow-through
Connect the opportunity context you provide with active Breeze projects to see where coordination may be missing.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Projects
List all active projects.
Why this helps
An aging opportunity may need internal action, but its context can be scattered across a CRM and project workspace.
- Bring aging opportunity context into a regular review.
- Look for related work in current Breeze projects.
- Surface potential coordination gaps for human follow-up.
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 review opportunity details provided from Agile CRM against Breeze active projects and report possible matches or gaps.
- 4Pick the notis_cron trigger and choose a recurring schedule, then choose where run reports should go.
- 5Try the review with real aging opportunities and Breeze projects, then check the suggested matches.
Questions about this workflow
How does Notis know an opportunity is aging?
Provide the opportunity age or dates in the run context, or specify the criteria in your instruction. The workflow cannot assume missing CRM history.
Does this change Breeze projects?
No. It retrieves active projects and reports possible relationships for review.
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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