Give key new contacts a clear follow-up owner
Important relationships deserve a next step the team can see. Turn qualifying new contacts into Breeze follow-up cards.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
Why this helps
High-value contacts can receive the same passive treatment as every other record when qualification is not tied to action.
- Create a visible follow-up step for contacts matching your criteria.
- Apply your qualification rules consistently at contact creation.
- Keep relationship work in the team's existing Breeze flow.
Setup
Build it in a few focused steps.
- 1Connect HubSpot and Breeze once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3State the qualifying contact signals and the follow-up card Notis should create in one instruction.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact that meets your criteria and review the resulting card.
Questions about this workflow
Does Notis know which contacts are key?
Only when the signal is present in available contact data or you state an explicit rule in the instruction.
Can the task include a due date or assignee?
The Create Card action supports task details such as due date and assignees. Provide those rules in your instruction when the necessary information is available.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Hubspot to Breeze. A trigger fires from one place; an action lands in another.
Hubspot triggers
Breeze actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Project People
Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Archive Project
Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.
Contact Created Trigger
Contact Created Trigger
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
CREATE_LIST
Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
Delete Card
Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
Connect any two apps with Notis in the middle.
Hubspot and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breeze.