Give every confirmed client onboarding a Breeze project
When a new engagement is confirmed in chat, create its Breeze project and make the onboarding work easier to organize.
Trigger
New Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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
Starting client work can involve repeated setup steps that are easy to delay or overlook during a busy day.
- Start organizing an engagement as soon as it is confirmed.
- Reduce manual setup at the beginning of client work.
- Give onboarding tasks a clear project home.
Setup
Build it in a few focused steps.
- 1Connect Telegram and Breeze to Notis once through the portal.
- 2Create an automation asking Notis to create a project only when a message clearly confirms a new client onboarding.
- 3Choose Telegram's New Message Received trigger and select a channel for run reports.
- 4Test with one real confirmation that identifies the client or engagement.
Questions about this workflow
Will a tentative lead create a project?
Instruct Notis to wait for a clear confirmation of onboarding before creating a project.
What if the client name is missing?
Tell Notis to report the missing detail instead of creating a project with a guessed name.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Telegram to Breeze. A trigger fires from one place; an action lands in another.
Telegram 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 Message Received
Triggered when your bot receives a new message in a private chat, group, or supergroup. To receive every message in a group, Privacy Mode must be disabled for the bot in BotFather.
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.
New Channel Post
Triggered when a new post is published to a channel where your bot is an administrator.
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."
Callback Query Received
Triggered when a user taps an inline keyboard button attached to one of your bot's messages.
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 Edited
Triggered when a message in a chat your bot can see is edited by its sender.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
New Chat Member
Triggered when a new member joins a group or supergroup the bot belongs to, including when the bot itself is added.
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.
Telegram and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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