Connect Breeze and Novi AMS to Build Intelligent Automations
Choose a Trigger
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
Automatically do this!
- Request a new Action for Novi AMS
Enable Integrations or automations with these events of Breeze and Novi AMS
Enable Integrations or automations with these events of Breeze and Novi AMS
Triggers
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.
Actions
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
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Frequently Asked Questions
To start, connect both your Breeze and Novi AMS accounts to viaSocket. Once connected, you can set up a workflow where an event in Breeze triggers actions in Novi AMS (or vice versa).
Absolutely. You can customize how Breeze data is recorded in Novi AMS. This includes choosing which data fields go into which fields of Novi AMS, setting up custom formats, and filtering out unwanted information.
The data sync between Breeze and Novi AMS typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Breeze and Novi AMS. 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.
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 MoreAbout Novi AMS
Novi AMS is association management software for organizations that use QuickBooks.
Learn More
