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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Document" from BreezeDoc.

Add your action

An action happens after the trigger—such as "Create New Employee" in FlowyTeam.

You’re connected!

Zapier seamlessly connects BreezeDoc and FlowyTeam, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Document
Triggers when a new document is created.
Trigger
Polling
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- Optional: Document
Trigger
Polling
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Create Employee
Triggers when a new employee is updated in your FlowyTeam account
Trigger
Instant
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Create Lead
Triggers when a new Lead is created in your FlowyTeam account
Trigger
Instant
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Update Employee
Triggers when an employee's records is updated in your FlowyTeam account
Trigger
Instant
Try It

Update Lead
Triggers when a lead is updated in your FlowyTeam account
Trigger
Instant
Try It
- Company ID
- Employee ID
  Required
- Employee Name
  Required
- Preferred Name
  Required
- Email
  Required
- Mobile
  Required
- Password
  Required
- Password Confirmation
  Required
- Joining Date
  Required
- Gender
  Required
- Designation
- Department
- Login
  Required
- Status
  Required
Action
Write

- Select Objective
  Required
- Objective Type
  Required
- Title
  Required
- Description
- Unit Value
  Required
- Initial Value
  Required
- Target Value
  Required
- Current Value
  Required
- Current Percentage
  Required
- Leader Email
Action
Write
- Select Department
- Objective Type
  Required
- Title
  Required
- Description
- Weight
  Required
- Confidence
  Required
- Started At
  Required
- Finished At
  Required
- Leader Email
Action
Write

Document Completed
Triggers when a document is completed.
Trigger
Polling
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New Recipient
Triggers when a new recipient is created.
Trigger
Polling
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Create Key Result
Triggers when an key reuslt is created inside app or through API call.
Trigger
Instant
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Create Objective
Triggers when an objective is created inside app or through API call.
Trigger
Instant
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Update Key Result
Triggers when an key result is updated inside app or through API call.
Trigger
Instant
Try It
Update Objective
Triggers when an objective is updated inside app or through API call.
Trigger
Instant
Try It
- Select KPI
  Required
- Period Key
  Required
- Current Value
  Required
- Target Value
  Required
Action
Write
- Company Name
  Required
- Website
- Address
- Client Name
  Required
- Client Email
  Required
- Mobile
- Note
- Next Follow Up
  Required
- Agent Name
- Source Name
- Status
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect BreezeDoc and FlowyTeam to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your BreezeDoc to FlowyTeam integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About BreezeDoc

BreezeDoc is an e-signature solution for your invoices, agreements, documents, and more.

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Related categories

Signatures

About FlowyTeam

FlowyTeam provides a one-stop centre to track and improve your team’s productivity via Task Management, Project Management, Attendance & Time-log, Client & Lead Management and effective productivity software your team needs.