Turn WhatsApp sales leads into Breeze follow-ups
Keep promising conversations moving. Notis turns WhatsApp buying signals into Breeze follow-up cards with the next action spelled out.
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
Leads express interest in chat, but follow-ups get delayed when nobody records the next move.
- Capture buying signals quickly
- Make the next sales action explicit
- Reduce missed follow-ups after conversations
Setup
Build it in a few focused steps.
- 1Connect TimelinesAI and Breeze once in Notis.
- 2Create an automation that creates a Breeze card for qualified leads, including the prospect context and suggested next step.
- 3Select New WhatsApp Message Received as the trigger.
- 4Choose the run report destination and test with one real sales conversation.
Questions about this workflow
What counts as a qualified lead?
Define your criteria in the instruction, such as a stated need, budget discussion, timing, or request for a demo.
Can Notis avoid duplicate cards?
Ask it to check the conversation context and create a card only for a new opportunity or materially new follow-up.
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.
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 WhatsApp Message Received
Polling trigger that monitors for new messages received in TimelinesAI WhatsApp chats.
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.
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."
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.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace 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.
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.
Timelinesai and Breeze, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breeze.