Check handoff owners and checklist in one deal review
Keep the handoff clear by reviewing the Breeze card's assigned people and todos whenever its deal changes stage.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Get Card
Tool to retrieve detailed info for a specific card (task) in a project. use when you know the project id and card id and need all metadata like tags, users, todos, and time entries.
Why this helps
A task can appear active while its owner or checklist is unclear, slowing down a time-sensitive handoff.
- Surface available ownership and todo details during a deal transition.
- Help the team spot incomplete handoff information.
- Reduce the need to open the card and CRM separately.
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.
- 3Provide how to identify the related card and ask Notis to summarize its users, todos, and useful metadata.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal update and known handoff card, then review the summary.
Questions about this workflow
Does the detailed lookup confirm a task is complete?
It returns available card metadata. Ask Notis to summarize returned todos, and provide your definition of completion if needed.
What if a deal has several handoff cards?
Describe how to identify the relevant card or cards. The action retrieves details for a specific card.
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
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