Start a dedicated project for new contact onboarding
For onboarding that needs its own workstream, turn a new HubSpot contact into a clearly named Breeze project.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
A fresh onboarding can lack a central place for tasks when project setup is left for later.
- Give onboarding work a dedicated project when appropriate.
- Establish a consistent project naming approach from contact context.
- Reduce the delay between a new contact and organized work.
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 new contacts need a project and how to name it, including any required workspace context.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real eligible contact and confirm the project details.
Questions about this workflow
Will this create a project for every new contact?
Your instruction should define which contacts need dedicated projects. Creating unnecessary projects can make work harder to find.
Does the listed action create a project in a particular workspace?
Create Project is available, but the event description does not list its required inputs. Include any known workspace and naming requirements in your instruction.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breeze.