Keep a handoff card in step with deal progression
When sales progression changes the next action, move the known Breeze handoff card to the stage your team uses for that point in the process.
Trigger
Deal Stage UpdatedTrigger
Deal Stage UpdatedTrigger
Action
Move Card
Tool to move a card to a different stage or position. use after confirming stage id and prev id.
Why this helps
A stale task stage can leave teammates unsure whether a handoff is waiting, underway, or ready for attention.
- Keep a known handoff card aligned with a deal transition.
- Make task stage changes visible in the team's project flow.
- Reduce manual status updates during handoffs.
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 deal updates qualify and provide the Breeze card and destination stage identifiers it needs.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real update and verify the intended card moved to the correct stage.
Questions about this workflow
Can this create the card if it does not exist?
No. Move Card moves an existing card. Use a separate Create Card workflow for new work.
What does the move action require?
The action description says to confirm the stage id and prev id before moving a card. Include reliable identifiers and validate them with a real example.
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.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
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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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