Connect Breeze and Zoe Financial to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New File
New Task
Choose an Action
Automatically do this!
- Request a new Action for Zoe Financial
Enable Integrations or automations with these events of Breeze and Zoe Financial
Enable Integrations or automations with these events of Breeze and Zoe Financial
Triggers
New Project
Triggers when a new project is created.
New File
Triggers when a new file is added.
New Task
Triggers when a new task is created.
Actions
Create New Project
Creates a new project.
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
List project
List all active projects
List workspaces
list of all workspaces
Get Activity and audit log
list all activity entries
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Frequently Asked Questions
To start, connect both your Breeze and Zoe Financial accounts to viaSocket. Once connected, you can set up a workflow where an event in Breeze triggers actions in Zoe Financial (or vice versa).
Absolutely. You can customize how Breeze data is recorded in Zoe Financial. This includes choosing which data fields go into which fields of Zoe Financial, setting up custom formats, and filtering out unwanted information.
The data sync between Breeze and Zoe Financial 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 Zoe Financial. 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.
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 MoreAbout Zoe Financial
Zoe Financial connects clients to financial advisors. Advisors listed on Zoe's network are all independent fiduciaries who work on a commission-free model, meaning your advisor won’t try to sell you products to make a profit.
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