Integrate Agile CRM with Teamwork Projects
Send information between Agile CRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Create a new task in Teamwork Projects each time a new task is created in Agile CRM
Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Teamwork Projects whenever a new task is initiated in Agile CRM.
How it works
- The flow triggers when a new task is created in Agile CRM.
- Zoho Flow creates a new task in the selected task list in Teamwork Projects.
Create a new task in Teamwork Projects each time a new task is created in Agile CRM
Agile CRM + Teamwork Projects
Build your own integrations between Agile CRM and Teamwork Projects
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Supported triggers and actions
Integrate Agile CRM and Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New Task
Triggers when a new task is created
New Ticket
Triggers when a new ticket is created
New Deal
Triggers when a new deal is created
New person in project
Triggers when a new person is added in the selected project
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New task
Triggers when a new task is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New person
Triggers when a new person is added
New task list
Triggers when a new task list is created in the selected project
New company
Triggers when a new company is created
New message
Triggers when a new message is created in the selected project
All Actions - Actions are the automated tasks
Add note to contact
Adds a note to an existing contact
Create Deal
Creates a new deal
Create Task
Creates a task for the selected contact
Create Ticket
Creates a new ticket
Create Event
Creates a new event
Add note to deal
Adds a note to an existing deal
Create Company
Creates a new company
Create Contact
Creates a new contact
Update Company
Updates the details of an existing Company based on company ID
Update Task
Updates the details of an existing Task based on task ID
Create milestone
Creates a new milestone in the selected project
Add person
Adds a new person
Create project
Creates a new project
Create message
Creates a new message in the selected project
Create time entry
Creates a new time entry in the selected project
Create company
Creates a new company
Create task
Creates a new task in the selected task list
Fetch project
Fetches the details of an existing project
Fetch tag
Fetches the details of a tag by ID or name
Fetch task
Fetches the details of an existing task
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
What is Agile CRM?
Agile CRM is sales and marketing customer relationship management software that lets you schedule appointments, score leads, and automate your marketing tasks. Track deals, email opens, and other metrics instantly.
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What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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