Ready to use Breeze automations

Triggers and Actions in Breeze Automations

viaSocket makes it simple to connect Breeze and automate repetitive tasks.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new project is created

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

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

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

When a file is added to a project

Runs the workflow automatically whenever a tag is added to any task.

Request a new Trigger for Breeze

Do thisActions

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

Create Project

Create Project

Create a new project with name, description, workspace, budget (amount, hours, hourly rate), currency, and invitees.

Create New Task

Create New Task

Creates a new task.

Create Workspace

Create Workspace

Creates a new workspace.

Add Comment

Add Comment

Add a comment to a task.

List Project Tasks

List Project Tasks

List tasks for a project

List Active Projects

List Active Projects

Show all active projects

Real-world use cases of Breeze integrations

See how Breeze integrates with popular apps to automate tasks and streamline your workflow.

Create Breeze tasks from new Slack project requests for review.

Log Breeze time entries into QuickBooks for client billing reports.

Send Breeze project updates to Gmail when milestones change mid-project.

Add completed Breeze tasks to Google Sheets for reporting dashboards.

Update your CRM with Breeze project approvals after client signoff.

Route Breeze budget overruns to your spreadsheet for weekly tracking.

Breeze
Breeze
Memory
Todoist
Pipedrive
Harvest
Typeform
Slack
2200+ more apps

How to get started with Breeze automations

Automate when something happens in Breeze

Login -> Create new flow -> Select trigger -> Search Breeze -> Choose the trigger from the list

Take action in Breeze when something happens in an app or you want to add step in flow

Login -> Create new flow -> Select action -> Search Breeze -> Choose the action from the list

Trigger

Breeze

Action

Breeze

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Frequently Asked Questions

What kinds of Breeze automations can viaSocket create?

viaSocket connects Breeze with your CRM, billing, email and AI to automate real work: create projects from won deals, convert time logs into invoices, escalate overdue tasks, notify clients at delivery, and produce recurring reports.

Do I need technical skills to set up these workflows?

No. viaSocket provides simple templates and step-by-step setup for each workflow. You pick triggers and outcomes, map fields like project name or client, and activate the automation.

Can viaSocket use AI to classify incoming requests into Breeze tasks?

Yes. viaSocket can use AI to read incoming requests (email, form, chat), extract the job details, set priority and estimated hours, then create the appropriate Breeze task — reducing triage time and errors.

How does automation improve billing and cash flow with Breeze?

By automatically collecting time entries, grouping billable hours by client or project and sending draft invoices to your billing system, automation cuts manual billing time and shortens invoice cycles.

Is my project data safe when connected through viaSocket?

viaSocket only accesses the data required for each workflow and follows industry-standard protections. You control what fields are shared and can disable any integration at any time.

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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viaSocket

About viaSocket

viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.

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