Bring Agiled client contacts into Breeze projects
Keep a client handoff moving by inviting the right contacts to the Breeze project from the request details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Add Project People
Invites people to join a project.
Why this helps
Project access can become a separate follow-up task after the client work is already underway.
- Handle project invitations as part of the handoff.
- Use email addresses explicitly provided in the request.
- Reduce the chance that a collaborator is left out.
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 add the provided email addresses to the Breeze project identified in the Agiled handoff request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real handoff containing a valid project id and email address.
Questions about this workflow
What information is required to invite people?
The request needs a valid Breeze project id and one or more email addresses.
Does this workflow create a project too?
No. It adds people to an existing project identified 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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