See who is already involved in contact onboarding
Before coordinating a new onboarding, see the people already in its Breeze project and keep ownership clear.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Project People
Tool to get all users in a project. use when you have a valid project id and need to list its users.
Why this helps
Teams can duplicate outreach or miss an owner when existing project participants are not easy to check.
- Make current project participation visible during onboarding.
- Help teams spot likely owners and collaborators.
- Reduce manual checking of project membership.
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 check and how to summarize its people when a new contact is created.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and a confirmed project id.
Questions about this workflow
Will this workflow add the contact to the project?
No. It only retrieves the people already in a project. Adding people uses a different Breeze action and requires an email plus project id.
What if the project is not known from the contact?
Include a reliable project lookup rule in your instruction or supply the id. The listed event does not define this relationship.
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.