Turn Agiled client wins into Breeze projects
A confirmed client win can become a ready-to-organize Breeze project without another round of copying details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Project
Creates a new project.
Why this helps
New work can get lost between a CRM update and the project setup needed to deliver it.
- Start delivery planning as soon as a win is confirmed.
- Reduce manual copying between CRM and project work.
- Keep project names tied to the originating client record.
Setup
Build it in a few focused steps.
- 1Connect Agiled and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to create a Breeze project from each confirmed Agiled client-win webhook, using the client and opportunity details provided.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real client-win example.
Questions about this workflow
Does Agiled provide a trigger event for this workflow?
No Agiled trigger event is listed here. The automation starts when an HTTP request reaches its Notis webhook.
What should the webhook request include?
Include enough information to identify the confirmed client win and name the project. Notis can use details present in the request.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agiled to Breeze. A trigger fires from one place; an action lands in another.
Agiled 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.
Agiled and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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