Connect Breeze and Kylas CRM
Integrate Breeze with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Breeze when New Lead Created in Kylas CRM
Create New Task in Breeze when New Lead Created in Kylas CRM
Create Workspace in Breeze when New Lead Created in Kylas CRM
Add Comment to Breeze when New Lead Created in Kylas CRM
List Project Tasks from Breeze when New Lead Created in Kylas CRM
Popular Breeze + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Breeze
When this happens...
When a new project is created
When a new file is added to a project
When a new task is created
When a file is added to a project
Choose an action
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contacts
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Create Project in Breeze when New Lead Created in Kylas CRM
Use this flowCreate New Task in Breeze when New Lead Created in Kylas CRM
Use this flowCreate Workspace in Breeze when New Lead Created in Kylas CRM
Use this flowAdd Comment to Breeze when New Lead Created in Kylas CRM
Use this flowList Project Tasks from Breeze when New Lead Created in Kylas CRM
Use this flowList Active Projects from Breeze when New Lead Created in Kylas CRM
Use this flowList Workspaces in Breeze when New Lead Created in Kylas CRM
Use this flowGet Activity from a Project from a project in Breeze when New Lead Created in Kylas CRM
Use this flowArchive Project in Breeze when New Lead Created in Kylas CRM
Use this flowList Project Stages from Breeze when New Lead Created in Kylas CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Breeze and Kylas CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new project is created
Runs the workflow automatically whenever a new project is created.
When a new file is added to a project
Runs the workflow automatically when a new file is added to a project in Breeze.
When a new task is created
Runs the workflow automatically whenever a new task is created in the selected project.
When a file is added to a project
Runs the workflow automatically whenever a tag is added to any task.
New Lead Created
Runs when new lead is created
New Contact
Triggers when a new contact is added in Kylas CRM.
Do thisActions
Action is the task that follows automatically within your Breeze integrations.
Create Project
Create a new project with name, description, workspace, budget (amount, hours, hourly rate), currency, and invitees.
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
Add Comment
Add a comment to a task.
List Project Tasks
List tasks for a project
List Active Projects
Show all active projects
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
Learn moreSimilar apps
About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Breeze and Kylas CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Breeze and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kylas CRM. No coding required.
Yes. You can set up a workflow where Breeze triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in Breeze. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Breeze and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Breeze and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
