Turn customer escalations into visible Breeze work
Give an urgent customer issue a clear place in the team's Breeze task flow, with the details needed to respond.
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
Support issues can stall when escalation details stay in a CRM record and no one creates an actionable task.
- Move submitted escalations into a visible task list.
- Keep reported issue details close to the work.
- Make the next action easier to identify and assign.
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 escalation, summarizing the issue and requested response from available details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Send one real escalation through the webhook and confirm the Breeze card reflects the issue accurately.
Questions about this workflow
Does the workflow watch Agile CRM support records directly?
No Agile CRM trigger events are listed. Submit the escalation to the Notis webhook to start the run.
Can it assign the escalation?
Ask Notis to assign the card when the request includes a valid assignee and the Breeze project context. Otherwise, the instruction should ask for an unassigned task.
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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