Integrate Workstack with SalesBinder
Send information between Workstack and SalesBinder automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Workstack and SalesBinder using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
Inventory item created
Triggers when a new inventory item is created
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
Create todo
Creates a new todo in the selected project
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create todo list
Creates a new todo list in the selected project
Create project
Creates a new project
Create inventory item
Creates a new inventory item
Create notes
Creates a new note to selected record
Create account
Creates a new account (customer, prospect or supplier)
Create contact
Creates a new contact
Update inventory item
Updates the details of an existing inventory item
Update contact
Updates the details of an existing contact
Update account
Updates the details of an existing account (customer or prospect or supplier)
Fetch account
Fetches the details of an existing account (customer or prospect or supplier) using ID
Fetch inventory item
Fetches the details of an existing inventory item
Fetch contact
Fetches the details of an existing contact using ID
Search account
Searches for the details of an existing account
Search inventory item
Searches for the details of an existing inventory item
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
Similar apps
What is SalesBinder?
SalesBinder is an online inventory management system that also combines your customers, sales leads, purchase orders, estimates, and invoices into one globally accessible place.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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