Integrate Bigin by Zoho CRM with Teamwork Projects

Send information between Bigin by Zoho 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 Bigin by Zoho CRM

Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in Teamwork Projects whenever a new task is initiated in Bigin by Zoho CRM.

How it works
  1. The flow triggers when a new task is created in Bigin by Zoho CRM.
  2. Zoho Flow creates a new task in the selected task list in Teamwork Projects.
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Create a new task in Teamwork Projects each time a new task is created in Bigin by Zoho CRM

Bigin by Zoho CRM + Teamwork Projects

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Connect Bigin by Zoho CRM and Teamwork Projects with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Bigin by Zoho CRM and Teamwork Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event updated

Triggers when any detail of an existing event is updated

Pipeline record stage updated to closed

Triggers when an existing pipeline record stage is updated to closed, won, or lost.

Note added

Triggers when a new note is added

Task created

Triggers when a new task is created

Pipeline record updated

Triggers when the details of an existing pipeline record are updated

Pipeline record probability updated

Triggers when the probability of an existing pipeline record is updated

Event created

Triggers when a new event is created

Company updated

Triggers when any detail of an existing company is updated

Contact updated

Triggers when any detail of an existing contact is updated

Task updated

Triggers when any detail of an existing task is updated

Company created

Triggers when a new company is created

Product created

Triggers when a new product is created

Contact created or updated

Triggers when a new contact is created or updated

Pipeline record created or updated

Triggers when a new pipeline record is created or updated

Call created

Triggers when a new call is created

Contact created

Triggers when a new contact is created

Call updated

Triggers when any detail of an existing call is updated

Pipeline record created

Triggers when a new pipeline record is created

Product updated

Triggers when any detail of an existing product is updated

User added

Triggers when a new user is added

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 company

Triggers when a new company is created

New task list

Triggers when a new task list is created in the selected project

New message

Triggers when a new message is created in the selected project

New person in project

Triggers when a new person is added in the selected project

All Actions - Actions are the automated tasks

Create or update pipeline record

Creates a new pipeline record or updates the details of the pipeline record if it already exists

Remove tag from record

Removes an existing tag from the specified record

Create or update contact

Creates a new contact or updates the details of an existing contact

Add note

Adds a note to the selected module

Create call

Creates a new call

Send email

Sends an email to the specified contact

Create tag

Creates a new tag in the selected module

Create or update company

Creates a new company or updates the details of the company if it already exists

Create event

Creates a new event

Create or update product

Creates a new product or updates the details of an existing product

Add tag to record

Adds a tag to the specified record

Create user

Creates a new user

Create task

Creates a new task

Update event

Updates the details of an existing event

Update pipeline record

Updates the details of an existing pipeline record

Update user

Updates the existing user

Update call

Updates the details of an existing call

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task

Add product to pipeline record

Adds a product to the selected pipeline record

Update product

Updates the details of an existing product

Update company

Updates the details of an existing company

Fetch pipeline record

Fetches the details of an existing pipeline record by its name or ID

Fetch event

Fetches the details of an existing event by title or ID

Fetch call

Fetches the details of an existing call by its ID or the contact ID

Fetch product

Fetches the details of an existing product by ID, name, or code

Fetch user

Fetches the details of an existing user by email address or ID

Fetch company

Fetches the details of an existing company by name or ID

Fetch contact

Fetches the details of an existing contact by email address, name, or ID.

Fetch task

Fetches the details of an existing task by name or ID

Create company

Creates a new company

Create task

Creates a new task in the selected task list

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

Fetch company

Fetches the details of an existing company

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

What is Bigin by Zoho CRM?

Bigin is a customer pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.

CRM Popular Zoho

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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Logic

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Custom functions

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