Check that customer escalations have a task in Breeze
Compare the support issues you provide with current Breeze cards and surface escalations that may still need a visible owner or action.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
GET_CARDS
Retrieve all cards in a project.
Why this helps
Escalations can remain unresolved when the issue is known in the CRM but never reaches the task list where the team works.
- Review support escalations and project cards together.
- Spot issues without an apparent task match.
- Make follow-up gaps easier to discuss and resolve.
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 fetch Breeze cards for the relevant project and compare them with the Agile CRM escalations provided, listing those without an apparent match.
- 4Pick the notis_cron trigger and set a recurring schedule, then choose where run reports should go.
- 5Run once with a real escalation list and project cards, then verify the matching and missing items.
Questions about this workflow
Will it retrieve Agile CRM escalations automatically?
No Agile CRM trigger events are listed. The escalations must be provided in the run context.
Does it close or update support tasks?
No. This workflow fetches cards and reports potential gaps. It does not change card status.
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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