Know who is on the Breeze project before campaign handoff
Start a handoff with the project's current people already visible.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Project People
Retrieve the users in a project.
Why this helps
Campaign coordination slows when no one knows who is attached to the project.
- Get the current people associated with a project.
- Prepare handoffs with a clearer view of project participation.
- Avoid manually opening project member settings.
Setup
Build it in a few focused steps.
- 1Connect AimTell and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to retrieve the people in the specified Breeze project and summarize the roster for handoff.
- 4Pick the notis_cron trigger and choose where run reports should go.
- 5Test with a valid Breeze project.
Questions about this workflow
What does the project people action require?
It requires a valid Breeze project identifier.
Can the workflow invite missing people?
This workflow retrieves the existing project people. Inviting people would require a separate instruction and the appropriate available action.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AimTell to Breeze. A trigger fires from one place; an action lands in another.
AimTell 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.
AimTell and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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