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Notis

Route client issues from WhatsApp to Breeze

Client problems deserve a trackable next step. Notis turns WhatsApp complaints into structured Breeze cards your team can act on.

Trigger

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

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

Client issues stay buried in conversations, making response ownership and follow-through unclear.

  • Separate actionable issues from general conversation
  • Give the team a concise problem summary
  • Keep client context attached to the work item

Setup

Build it in a few focused steps.

  • 1Connect TimelinesAI and Breeze in Notis once.
  • 2Create an automation that identifies client-reported problems and drafts a Breeze card with symptoms, impact, and requested follow-up.
  • 3Pick the New WhatsApp Message Received trigger.
  • 4Select a report channel and test using one representative client issue.

Questions about this workflow

Can the workflow preserve the original wording?

Yes. Ask Notis to include a short quote or the relevant message context in the Breeze card.

Can it flag urgent issues?

Yes. Instruct Notis to label urgency in the card description based on customer impact and time sensitivity described in the message.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Timelinesai to Breeze. A trigger fires from one place; an action lands in another.

Timelinesai triggers

Breeze actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

New WhatsApp Message Received

Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.

TriggerPolling

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.

ActionInstant

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."

ActionInstant

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.

ActionInstant

Create Workspace

Tool to create a new workspace. use after deciding on the workspace name.

ActionInstant

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.

ActionInstant

Delete Project

Tool to delete a specific project by id. use when you need to remove a project after confirming its id.

ActionInstant

Connect any two apps with Notis in the middle.

Timelinesai and Breeze, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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