Bring new collaborators into the right Breeze project
When a new contact is someone who should join a project, turn that onboarding step into a Breeze project invitation.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
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.
Why this helps
Project access can be forgotten when welcoming a new collaborator involves switching between CRM and project tools.
- Make project invitation part of a contact onboarding process.
- Reduce manual lookup and switching between apps.
- Keep team access steps tied to the contact event.
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 in one instruction when the contact should be invited and provide the project identifier or a rule for finding it.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact whose email and project eligibility are confirmed.
Questions about this workflow
Will every new contact be added to a project?
Only if your instruction says so. Include a clear eligibility rule, since a CRM contact may not be a project collaborator.
What information is needed to invite someone?
The action requires a valid project id and one or more email addresses. Supply a dependable way to identify the project and the contact email.
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.