Integrate Teamwork CRM with Neaktor
Send information between Teamwork CRM and Neaktor automatically, without writing any code, using Zoho Flow.
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Create a new project in Neaktor for every deal won in Teamwork CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This workflow will initiate a separate project in Neaktor for every deal won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project using the specified module in Neaktor.
Create a new project in Neaktor for every deal won in Teamwork CRM
Teamwork CRM + Neaktor
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Supported triggers and actions
Integrate Teamwork CRM and Neaktor 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
Task deleted
Triggers when a task is deleted
Task created
Triggers when a new task is created
Task status updated
Triggers when the details of an existing task is updated
Assignee changed
Triggers when the assignee is changed
Task comment added
Triggers when a new task comment is added
Task status completed
Triggers when a task status is marked complete
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
Add project managers
Adds project managers to the specified project
Create task
Creates a new task using the specified task model
Create reminder
Creates a new reminder
Create event
Creates a new event
Create project
Creates a new project using the specified module
Update project
Updates the details of an existing project
Update event
Updates the details of an event
Update task
Updates the details of an existing task using ID or IDx
Fetch event or reminder
Fetches the details of an existing event or a reminder using ID
Fetch user
Fetches the details of an existing user using email address
Fetch task
Fetches the details of an existing project using ID or IDx
Fetch project
Fetches the details of an existing project using ID or key
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
What is Neaktor?
Neaktor is a low-code business process and project management application that lets users manage tasks, requests, customers, orders, and more.
Similar apps
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Logic
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Custom functions
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