IntegrationsBreezeCall Assist
Breeze + Call Assist

Connect Breeze and Call Assist to Build Intelligent Automations

Choose a Trigger

Breeze

When this happens...

Choose an Action

Call Assist

Automatically do this!

Enable Integrations or automations with these events of Breeze and Call Assist

Enable Integrations or automations with these events of Breeze and Call Assist

Triggers

New Project

New Project

Triggers when a new project is created.

New File

New File

Triggers when a new file is added.

New Task

New Task

Triggers when a new task is created.

Request a new Trigger for Breeze

Actions

Create New Project

Create New Project

Creates a new project.

Create New Task

Create New Task

Creates a new task.

Create Workspace

Create Workspace

Creates a new workspace.

List project

List project

List all active projects

List workspaces

List workspaces

list of all workspaces

Get Activity and audit log

Get Activity and audit log

list all activity entries

Request a new Action for Breeze

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Frequently Asked Questions

How do I start an integration between Breeze and Call Assist?

To start, connect both your Breeze and Call Assist accounts to viaSocket. Once connected, you can set up a workflow where an event in Breeze triggers actions in Call Assist (or vice versa).

Can we customize how data from Breeze is recorded in Call Assist?

Absolutely. You can customize how Breeze data is recorded in Call Assist. This includes choosing which data fields go into which fields of Call Assist, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Breeze and Call Assist?

The data sync between Breeze and Call Assist typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Breeze to Call Assist?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Breeze and Call Assist?

Yes, you can set conditional logic to control the flow of data between Breeze and Call Assist. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Breeze

About Breeze

Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.

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Call Assist

About Call Assist

Call Assist connect your sales team with new leads instantly and follow up with aging leads automatically through the phone.

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