Give deal stakeholders project access at the right transition
When a deal reaches a point that needs broader collaboration, bring the right known stakeholders into its Breeze project.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
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.
Why this helps
People who need to contribute can miss project access when a deal handoff relies on manual invitations.
- Tie project access to a meaningful deal transition.
- Reduce missed invitations during sales handoffs.
- Keep collaboration connected to the team's project workspace.
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.
- 3Tell Notis which stage transitions require invitations and how to identify eligible emails and the project.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real eligible deal and confirmed project and email details.
Questions about this workflow
Will every deal update invite people?
Your instruction should specify which transitions warrant an invitation and who qualifies. The event itself indicates a stage update.
What does Breeze need to add project people?
The action requires a valid project id and one or more email addresses. Make sure the instruction can supply both.
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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