Review Active Breeze Projects After a New Zendesk User
See your current project landscape before assigning a new relationship to a team.
Trigger
New User Created
Triggered when a new user is created in Zendesk.
Action
Get Projects
Tool to get all active projects. use when you need an overview of your team's current projects after confirming authentication.
Why this helps
New users arrive while project ownership is scattered across active work.
- Reduce routing mistakes
- See active capacity
- Make onboarding decisions faster
Setup
Build it in a few focused steps.
- 1Connect Zendesk and Breeze once in the Notis portal.
- 2Create an automation to review project options for new users.
- 3Tell Notis how to summarize active projects and recommend a destination.
- 4Pick New User Created as the trigger.
- 5Choose a report channel and test with one real user.
Questions about this workflow
Will this change a project?
No, it retrieves active projects and reports a recommendation.
What information should guide the recommendation?
Provide the routing rules or team context in the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Zendesk to Breeze. A trigger fires from one place; an action lands in another.
Zendesk 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 User Created
Triggered when a new user is created in Zendesk.
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 Zendesk Ticket
Triggers when a new ticket is created in a specified Zendesk view.
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.
Zendesk 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.