Enable Integrations or automations with these events of Breeze and vtiger
Triggers when a new project is created.
Triggers when a new file is added.
Triggers when a new task is created.
Creates a new project.
Creates a new task.
Creates a new workspace.
List all active projects
list of all workspaces
list all activity entries
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Breeze and vtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in Breeze triggers actions in vtiger (or vice versa).
Absolutely. You can customize how Breeze data is recorded in vtiger. This includes choosing which data fields go into which fields of vtiger, setting up custom formats, and filtering out unwanted information.
The data sync between Breeze and vtiger 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 vtiger. 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 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 MoreVtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.
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