See related active work when a new contact is added
Understand whether a new contact connects to work already underway by bringing active Breeze projects into the onboarding moment.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Projects
Tool to get all active projects. use when you need an overview of your team's current projects after confirming authentication.
Why this helps
Teams may miss an existing project connection when a new relationship arrives without visibility into current work.
- Review current project context at contact creation.
- Help teams notice relevant work already underway.
- Reduce manual searches across active project lists.
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 to retrieve active projects and apply your stated criteria to summarize likely relevant work.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and review the report for false matches or missing context.
Questions about this workflow
Can this establish that a contact belongs to a project?
It can summarize returned projects using criteria you provide, but a reliable relationship must be present in available data or supplied by you.
Does this create any Breeze records?
No. Get Projects returns active projects for review and does not create or change records.
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.