Find the right active project for contact onboarding
A new contact can bring work across several projects. Get an overview of active Breeze projects to decide where their next steps belong.
Trigger
Contact Created Trigger
Contact Created Trigger
Action
Get Projects
Tool to get all active projects. use when you need an overview of your team's current projects after confirming authentication.
Why this helps
Choosing where onboarding work belongs takes longer when project context is scattered across tools.
- Bring active project options into the contact onboarding moment.
- Give the team a concise overview for routing decisions.
- Avoid opening project lists manually to find the right home for 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 to retrieve active Breeze projects and summarize which may fit the contact, using criteria you provide.
- 4Pick the HubSpot Contact Created trigger and choose where run reports go.
- 5Test with one real contact and confirm the report is useful for routing a next step.
Questions about this workflow
Does this workflow create a project?
No. It retrieves active projects for review. Creating or selecting a project would require an additional workflow instruction and supported action.
How will Notis determine a good project fit?
Provide your criteria in the instruction. The event does not provide a project-matching policy.
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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