Check delivery tasks when a deal moves forward
A pipeline advance can signal delivery work is approaching. Review Breeze cards for the related project to catch open tasks early.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
GET_CARDS
Tool to get all cards (tasks) for a specific project. use after confirming the project exists. example: "list all cards in project 42."
Why this helps
Upcoming delivery work can be hard to spot when teams only review the sales pipeline and not the project task list.
- Connect a deal advance with a review of existing delivery work.
- Summarize open tasks for handoff preparation.
- Help reduce last-minute surprises in project execution.
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.
- 3In one instruction, identify the Breeze project from the deal and ask Notis to review cards for delivery work needing attention.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal advance and check the report against the project cards.
Questions about this workflow
Will this mark tasks ready or change their status?
No. Get Cards retrieves the project's cards for review. It does not modify them.
Can it tell which cards are overdue?
Only if due dates are present in the returned card data. Ask Notis to report available due dates and provide any readiness rules you want applied.
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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