Make customer follow-ups easier to remember
When the team agrees in Slack to contact a customer or complete a customer-related next step, create a Breeze card with the stated context and owner.
Trigger
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Action
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.
Why this helps
Customer promises can be scattered across channels and forgotten during a busy day.
- Keep customer promises visible after the discussion ends.
- Give the follow-up a clear owner when one is named.
- Reduce repeated checking of Slack for open customer items.
Setup
Build it in a few focused steps.
- 1Connect Slack and Breeze to Notis once in the portal.
- 2Create an automation in Automations or ask Notis to record explicit customer follow-ups as Breeze cards.
- 3Give Notis one plain-language instruction to capture the agreed next action, customer context, and stated owner; choose the Slack channel-message trigger.
- 4Choose a channel for run reports and test with a real follow-up discussion.
Questions about this workflow
Will it contact the customer?
No. It creates a Breeze card for the team to complete the follow-up.
What does it do with sensitive customer details?
Instruct Notis to include only the minimum context needed to identify and complete the follow-up.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Breeze. A trigger fires from one place; an action lands in another.
Slack 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 Channel Created Trigger
Triggered when a new channel is created in Slack.
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.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
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."
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
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.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji 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.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
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.
Slack 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.