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The Breeze integration turns your website forms into an automated project management engine. Instead of manually copying client intake data from emails, Flex Forms connects directly to the Breeze API to instantly generate structured Tasks in specific Lists on specific Projects the moment a form is submitted.

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Enterprise Business Use Cases

Automated Client Intake

When a new client completes a massive 50-question onboarding form, Flex Forms instantly generates a master Task containing all their answers and places it directly in the “Awaiting Review” list for your project managers in Breeze.

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Ultra-Detailed, Step-by-Step Setup Guide

Connecting Flex Forms to Breeze requires generating a highly secure API Token. Follow these exact instructions.
1

Step 1: Log into Breeze

Open your web browser and navigate to the Breeze login portal (app.breeze.pm). Enter your credentials to access the main dashboard.
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Step 2: Access the Personal Settings Menu

Once logged in, look at the absolute top right corner of your screen. Click on your profile picture (or your initials) to open the main account dropdown menu.
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Step 3: Navigate to Personal Settings

In the dropdown menu that appears, click exactly on the link labeled Personal Settings.
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Step 4: Navigate to the API Section

You are now viewing your personal profile settings. Look at the left-hand sidebar menu. Click exactly on the link labeled API.
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Step 5: Copy the API Token

On the API page, you will see a section prominently displaying your API Token. It is a long string of alphanumeric characters.Highlight the entire string, right-click, and select Copy (or press Ctrl+C / Cmd+C). Make absolutely sure you do not highlight any blank spaces before or after the token.
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Step 6: Inject the Token into Flex Forms

Switch to your Flex Forms administrative dashboard in a new tab.
  1. Open Integrations (Flex Forms left rail) → Breeze.
  2. Click inside the API Token input field.
  3. Right-click and select Paste (or press Ctrl+V / Cmd+V) to inject the token.
  4. Click the Save Settings button to finalize the secure connection.

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Masterclass: Routing to Specific Projects

Establishing the connection allows data to flow, but you must instruct Flex Forms exactly where to place the new Tasks within Breeze’s architecture.
Project ID Requirement: You must provide the specific Project ID in the form’s integration settings.How to find it: Open your specific Project board in Breeze. Look at the URL in your browser. It will look like app.breeze.pm/projects/1234567/boards. The numeric ID (1234567) is your Project ID. Copy that number.

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Field Mapping Architecture

Breeze is highly unstructured compared to a CRM. Every Task essentially has a Name and a Description. By default, Flex Forms intelligently compiles every single answer the user provided into a clean, HTML-formatted list and injects it directly into the Task Description.
You can map a specific form field to act as the primary Name of the Breeze Task.The format is always: name=flex_forms_block_name
If you do not map the name field, Flex Forms will generate a generic task name (e.g., “New Form Submission - [Date]”).

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Troubleshooting & Enterprise FAQs

The Problem: The server logs show a 401 Unauthorized error when attempting to create a Task.The Solution: This almost always means the API Token you pasted in Step 6 is incorrect, or contains a trailing space. Ensure you copied the entire token perfectly. If the user who generated the token is deleted from Breeze, the token will expire.
The Problem: The server logs show a 404 Not Found error regarding the Project.The Solution: The Project ID you pasted into the form settings is incorrect. Ensure you extracted the numeric id of the actual Project, NOT a specific Task ID.

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Configuration Reference

The following advanced settings are available in the Flex Forms UI for this integration. Use this reference to understand exactly how each field impacts the API payload.

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Global Settings

Located in Integrations in the Flex Forms left rail.
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password
required
API token From Breeze → Profile → API. Used as the Basic auth username (password is empty).

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Form-Level Settings

Located on the form hub Integrations tab for a specific form.
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remote_select
required
Project stage Project › stage where the new card will be created.
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text
Card title Supports merge tags.
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textarea
Card description Optional. Leave blank to send all fields as key: value lines. Supports .
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select
Due date field Optional. Value should parse as a date.
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text
Due in (days) Optional fallback when the due date field is empty — days from today.
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remote_checkboxes
Invitees Breeze project users loaded from your workspace. Selected emails are invited to the card.
Last modified on September 7, 2026