Give every new Salesforce account an onboarding project
A new account can kick off a dedicated Breeze project, so the first onboarding steps do not get lost in your CRM.
Trigger
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
Action
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.
Why this helps
New client accounts often need coordinated follow-up, but creating a project by hand adds another step to an already busy day.
- Create a project when Salesforce records a new or updated account.
- Keep onboarding work visible outside the CRM.
- Use a consistent project naming approach described in your instruction.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and Breeze once in the Notis portal.
- 2Create a new automation and give it a clear name.
- 3Tell Notis to create a Breeze project for each new Salesforce account, using the account name and your onboarding naming rules.
- 4Pick Account Created or Updated as the trigger.
- 5Choose where run reports go, then test with one real Salesforce account.
Questions about this workflow
Does this run only for brand new accounts?
The trigger detects account creation and updates. State in your instruction that a project should be created only when the account is new, and describe how Notis should recognize that case from the returned data.
Can I choose a Breeze workspace?
Include the intended workspace or project setup in your instruction where supported by your connected Breeze account. The listed action creates a project and does not provide a separate workspace selection screen.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Breeze. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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."
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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 Contact Trigger
Triggers when a new Contact is Created in Salesforce.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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.
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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.
Salesforce and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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