Connect Breeze and Zoho Books to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New File
New Task
Choose an Action
Automatically do this!
Create Invoice
Create Or Update Customer
Update Invoice
Find Invoice
Create Item
Get Organizations
Create Estimate
Find Projects
Find Items
Find Customer
Create Bill
Find Items By SKU
Create Project
Create or Update a Vendor
Ready to use Breeze and Zoho Books automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Sales Invoice
Runs when a new sales invoice is created in Zoho Books.
Sales Invoice Updated
Runs when a sales invoice is updated
Do thisActions
Action is the task that follows automatically within your Breeze integrations.
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 Zoho Books accounts to viaSocket. Once connected, you can set up a workflow where an event in Breeze triggers actions in Zoho Books (or vice versa).
Absolutely. You can customize how Breeze data is recorded in Zoho Books. This includes choosing which data fields go into which fields of Zoho Books, setting up custom formats, and filtering out unwanted information.
The data sync between Breeze and Zoho Books 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 Zoho Books. 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 Zoho Books
Zoho Books is an online accounting software that manages your finances, automates business workflows, and helps you work collectively across departments.
Learn More
