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Beyond-Bot.ai + breeze
Breeze is a project management software that helps teams plan, track, and collaborate on projects efficiently.
What You Can Do with this Integration
Automate Data Entry
Automatically sync new contacts or deals from Beyond-Bot.ai to breeze.
Enrich Customer Profiles
Use Beyond-Bot.ai to find and add new information to your records in breeze.
Trigger Workflows
Start automated workflows in breeze based on conversations with your virtual expert.
Available Actions
Here are the specific actions your virtual expert can perform within breeze.
Add Project People
Tool to add people to a project. use when you have a valid project id and one or more email addresses to invite them.
Archive Project
Tool to archive a specific project. use when you need to hide a completed or inactive project from active views after confirming its details.
Create Card
Tool to create a new card in a project. use after confirming the project id. creates a task with details like name, due date, and assignees.
Create List
Tool to create a new list (stage) in a breeze project. use when you've selected a project and need to add a new stage. example: "create a new todo list for project 42."
Create Project
Tool to create a new project in breeze. use when you have the project name and want to initialize it via the api.
Create Workspace
Tool to create a new workspace. use after deciding on the workspace name.
Delete Card
Tool to delete a specific card (task) by its id. use when you need to remove a task permanently; deletions cannot be undone.
Delete Project
Tool to delete a specific project by id. use when you need to remove a project after confirming its id.
Delete Person From Project
Tool to delete a person from a project by user id. use after confirming the project and user details. example: "delete user 456 from project 123".
Delete Workspace
Tool to delete a specific workspace by id. use when permanently removing a workspace after confirming the correct workspace id.
Get Card
Tool to retrieve detailed info for a specific card (task) in a project. use when you know the project id and card id and need all metadata like tags, users, todos, and time entries.
Get Cards
Tool to get all cards (tasks) for a specific project. use after confirming the project exists. example: "list all cards in project 42."
Get Project
Tool to get a specific project by id. use when you need detailed project information after confirming the project id. example: "get project 123 details".
Get Project People
Tool to get all users in a project. use when you have a valid project id and need to list its users.
Get Projects
Tool to get all active projects. use when you need an overview of your team's current projects after confirming authentication.
Get Workspace
Tool to get a specific workspace by id. use when you need workspace details including projects after confirming the workspace id.
Get Workspaces
Tool to get all workspaces. use when you need to list available workspaces for the authenticated user.
Move Card
Tool to move a card to a different stage or position. use after confirming stage id and prev id.