Keep every new HubSpot contact moving in Breeze
A new contact should not become another item to remember. Create a Breeze follow-up task as soon as HubSpot records them.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
New contacts can sit untouched when follow-up depends on someone noticing an alert and creating a task by hand.
- Capture follow-up work at the moment a contact is created.
- Keep outreach tasks with the team work already tracked in Breeze.
- Reduce manual copying between CRM and project management.
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, ask Notis to create a Breeze card with the new contact's name and useful record context.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real new contact and confirm the card contains enough context to act.
Questions about this workflow
What starts this workflow?
The HubSpot Contact Created event starts it when a new contact record is created.
Can the workflow choose a project or assignee automatically?
Not from the listed setup controls. In your instruction, describe how Notis should decide, and provide any project or assignment rules it needs.
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.