Connect Breeze and Salesflare
Integrate Breeze with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Project Tasks from Breeze when New Account in Salesflare
List Project Stages from Breeze when New Account in Salesflare
Get Task To-Do Lists from Breeze when New Account in Salesflare
List Active Projects from Breeze when New Contact in Salesflare
Archive Project in Breeze when New Contact in Salesflare
Popular Breeze + Salesflare 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
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
List Project Tasks from Breeze when New Account in Salesflare
Use this flowList Project Stages from Breeze when New Account in Salesflare
Use this flowGet Task To-Do Lists from Breeze when New Account in Salesflare
Use this flowList Active Projects from Breeze when New Contact in Salesflare
Use this flowArchive Project in Breeze when New Contact in Salesflare
Use this flowList Project Tasks from Breeze when New Opportunity in Salesflare
Use this flowList Active Projects from Breeze when New Opportunity in Salesflare
Use this flowGet Activity from a Project from a project in Breeze when New Opportunity in Salesflare
Use this flowList Project Stages from Breeze when New Opportunity in Salesflare
Use this flowList Project Tasks from Breeze when New Task in Salesflare
Use this flowSupported Triggers & Actions
Everything you can automate between Breeze and Salesflare.
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 Account
Trigger When a new Account is created
New Contact
Trigger when New Contact Created
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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AI will build it for you
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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Breeze and Salesflare 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 Salesflare 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 Salesflare. No coding required.
Yes. You can set up a workflow where Breeze triggers actions in Salesflare, and a separate workflow where Salesflare 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 Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Breeze and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
