Integrate OnePageCRM with Breeze
Send information between OnePageCRM and Breeze automatically, without writing any code, using Zoho Flow.
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Generate a new project in Breeze for every deal successfully closed in OnePageCRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will automatically create a project within Breeze for every accomplished deal in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Breeze.
Generate a new project in Breeze for every deal successfully closed in OnePageCRM
OnePageCRM + Breeze
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Supported triggers and actions
Integrate OnePageCRM and Breeze using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
Project created
Triggers when a new project is created
Task updated
Triggers when a task is updated
Task created
Triggers when a new task is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create project
Creates a new project
Create task
Creates a new task
Create to-do list
Creates a new to-do list for a task
Create to-do
Creates a new to-do in to-do list
What is Breeze?
Breeze is a simple project management application that provides features like boards, time tracking, to-dos and more.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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