Integrate Teamwork CRM with Motion
Send information between Teamwork CRM and Motion automatically, without writing any code, using Zoho Flow.
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Create a new project in Motion for every deal won in your Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Motion for every deal successfully closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Motion.
Create a new project in Motion for every deal won in your Teamwork CRM
Teamwork CRM + Motion
Build your own integrations between Teamwork CRM and Motion
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Supported triggers and actions
Integrate Teamwork CRM and Motion using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Create deal
Creates a new deal
Create company
Creates a new company
Fetch company
Fetches the details of an existing company
Fetch product
Fetches the details of an existing product
Fetch contact
Fetches the details of an existing contact
Fetch deal
Fetches the details of an existing deal
Create task
Creates a new task
Create comment
Creates a new comment
Create recurring task
Creates a recurring task
Create project
Creates a new project
Move task
Moves an existing task from one workspace to another
Update task
Updates the details of an existing task
Fetch task by ID
Fetches the details of an existing task using ID
Fetch task by name
Fetches the details of an existing task using name
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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What is Motion?
Motion is an artificial intelligence tool that can schedule and reschedule meetings, complete tasks, create projects, and more.
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CEO, Lakeside CNC Group
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