Check existing Breeze work when a deal advances
A deal stage change may affect work already in progress. Have Notis retrieve the project cards so relevant tasks can be reviewed.
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
A new pipeline status can leave existing delivery tasks out of sync with what the team needs to do next.
- Bring existing project cards into the review triggered by a deal change.
- Help the team spot work that may need an update or follow-up.
- Reduce context switching between the pipeline and task list.
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, explain which project cards Notis should retrieve and how to summarize relevant work using deal context.
- 4Pick the HubSpot Deal Stage Updated trigger and choose where run reports go.
- 5Test with one real deal update and verify the report identifies useful existing cards.
Questions about this workflow
Does this action modify the Breeze cards?
No. Get Cards retrieves cards for a project; this workflow is for reviewing and summarizing the returned work.
How does Notis know which project to check?
Your instruction needs to name the project or provide a rule and any required project identifier. The listed event does not define that mapping.
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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No card. Works with personal or business Breeze.