Integrations Breeze The Customer Factor
Breeze + The Customer Factor

Connect Breeze and The Customer Factor to Build Intelligent Automations

Choose a Trigger

Breeze

When this happens...

Choose an Action

The Customer Factor

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Enable Integrations or automations with these events of Breeze and The Customer Factor

Enable Integrations or automations with these events of Breeze and The Customer Factor

Triggers

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.

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Actions

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

Request a new Action for Breeze

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Frequently Asked Questions

How do I start an integration between Breeze and The Customer Factor?

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

Can we customize how data from Breeze is recorded in The Customer Factor?

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

How often does the data sync between Breeze and The Customer Factor?

The data sync between Breeze and The Customer Factor 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 The Customer Factor?

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 The Customer Factor?

Yes, you can set conditional logic to control the flow of data between Breeze and The Customer Factor. 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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The Customer Factor

About The Customer Factor

The Customer Factor is a software where users can register, store their contacts, their appointments, invoices, etc.,

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