Check existing onboarding tasks for every new contact
Before starting more work, see whether relevant onboarding tasks are already in progress in Breeze.
Trigger
Contact Created Trigger
Contact Created Trigger
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
Duplicate or missed onboarding steps happen when a new contact arrives without a quick view of existing work.
- Check current onboarding work at the start of a contact relationship.
- Help identify existing tasks before adding more work.
- Reduce duplicate effort and overlooked follow-up.
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 project to review and how to identify onboarding cards relevant to the contact.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real new contact and compare the summary to the project's cards.
Questions about this workflow
Does this create or change any tasks?
No. Get Cards retrieves the cards for a project so Notis can summarize relevant existing work.
Can Notis know which tasks relate to this contact?
It can apply criteria you provide to available card and contact context. A contact-to-project or task relationship must be present or supplied.
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.