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Get Breeze task lists for WhatsApp status requests

When someone asks for a project update in WhatsApp, retrieve the relevant Breeze cards for a concise run report.

Trigger

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

Action

GET_CARDS

Tool to get all cards (tasks) for a specific project. use after confirming the project exists. example: "list all cards in project 42."

Why this helps

Answering a quick status question can mean leaving chat, finding the right project, and gathering task details by hand.

  • Gather project cards in response to an explicit status request.
  • Reduce app switching during routine progress checks.
  • Use the automation run report to review the returned data.

Setup

Build it in a few focused steps.

  • 1Connect WhatsApp and Breeze once in the Notis portal.
  • 2Create an automation in Automations, then choose New Automation.
  • 3In one instruction, ask Notis to fetch cards from the known Breeze project when a message requests a status review.
  • 4Pick WhatsApp New Message Received as the trigger and choose where run reports go.
  • 5Test with one real status request message.

Questions about this workflow

Can this look up any project named in the message?

The action requires a confirmed project. Provide the project identifier or a reliable way to select it in the instruction; otherwise the lookup may need clarification.

Will Notis send the results back as a WhatsApp reply?

This workflow fetches Breeze cards and sends the run report to your chosen report channel. The listed actions do not send WhatsApp messages.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Whatsapp 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

Message Status Updated

Triggers when a WhatsApp message status changes. IMPORTANT LIMITATION: WhatsApp Cloud API does not provide a native polling endpoint for message status. Status updates are ONLY delivered via webhooks in real-time. This trigger cannot directly poll the WhatsApp API for status updates. This trigger will return empty results as WhatsApp does not support this operation. To track message status updates, you must: 1. Set up a webhook endpoint to receive status notifications from WhatsApp 2. Store the webhook data in your own database 3. Use a different mechanism to query your stored webhook data For more information, see: - https://developers.facebook.com/docs/whatsapp/cloud-api/webhooks

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

New Message Received

Triggered in real time when your WhatsApp Business number receives an inbound message from a customer (text, media, location, or contact). Delivered via the Cloud API webhook.

TriggerInstant

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

Interactive Reply Received

Triggered when a customer taps a quick-reply button or selects an option from an interactive list message you sent.

TriggerInstant

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

Message Template Status Update

Triggered when the review status of a WhatsApp message template changes — for example approved, rejected, or flagged — on your WhatsApp Business Account.

TriggerInstant

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.

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

When this happens · Trigger

Do this · Action

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