Invite project collaborators from Outlook
Keep project access current as collaborators join the conversation.
Trigger
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
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
People are named in project emails but still lack access to the working project.
- Reduce access delays
- Use addresses already in context
- Keep project membership current
Setup
Build it in a few focused steps.
- 1Connect Outlook and Breeze in Notis once.
- 2Create an automation named Email collaborator invite.
- 3Tell Notis to add clearly identified collaborators to the matching Breeze project when their email addresses and project identity are present.
- 4Pick New Outlook Message as the trigger.
- 5Choose a report channel and test with one project email.
Questions about this workflow
What if the message does not identify a project?
Tell Notis to report the message for review instead of inviting anyone when the project cannot be confirmed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Breeze. A trigger fires from one place; an action lands in another.
Outlook 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.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
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.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
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."
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
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.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
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.
Outlook and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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