Connect Breeze and OneHash CRM to Build Intelligent Automations

Choose a Trigger

Breeze

When this happens...

Choose an Action

OneHash CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New Record

New Record

runs when new record is created

record is created or updated

record is created or updated

runs when record is created or updated

Request a new Trigger for Breeze

Do thisActions

Action is the task that follows automatically within your Breeze integrations.

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

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Frequently Asked Questions

How do I start an integration between Breeze and OneHash CRM?

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

Can we customize how data from Breeze is recorded in OneHash CRM?

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

How often does the data sync between Breeze and OneHash CRM?

The data sync between Breeze and OneHash CRM 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 OneHash CRM?

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 OneHash CRM?

Yes, you can set conditional logic to control the flow of data between Breeze and OneHash CRM. 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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OneHash CRM

About OneHash CRM

OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.

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