Bring active project context into deal planning
A changed opportunity can be a useful moment to review active Breeze projects and the team's current workload.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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
Sales conversations move quickly, while delivery context may live in a separate project tool.
- Retrieve the list of active Breeze projects after an opportunity change.
- Give deal planning a prompt to consider current project context.
- Reduce manual switching between CRM and project views.
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 retrieve active Breeze projects when an opportunity changes and summarize the returned project context for your chosen report channel.
- 4Pick New or Updated Opportunity as the trigger.
- 5Choose where run reports go, then test with one real Salesforce opportunity.
Questions about this workflow
Does this create or update a Breeze project?
No. Get Projects retrieves active projects. This workflow uses the result as context for a report.
Can the report include project details beyond the active list?
The listed action returns active projects. Do not assume it includes card-level details or other fields unless the action provides them.
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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