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
- The flow triggers when a new task is created in Bigin by Zoho 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 Bigin by Zoho CRM
Bigin by Zoho CRM + Teamwork Projects
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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
Company updated
Triggers when any detail of an existing company is updated
Pipeline record created or updated
Triggers when a new pipeline record is created or updated
Contact created or updated
Triggers when a new contact is created or updated
Task created
Triggers when a new task is created
Company created
Triggers when a new company is created
Pipeline record probability updated
Triggers when the probability of an existing pipeline record is updated
Pipeline record updated
Triggers when the details of an existing pipeline record are updated
User added
Triggers when a new user is added
Pipeline record created
Triggers when a new pipeline record is created
Note added
Triggers when a new note is added
Call updated
Triggers when any detail of an existing call is updated
Product updated
Triggers when any detail of an existing product is updated
Event created
Triggers when a new event is created
Product created
Triggers when a new product is created
Pipeline record stage updated to closed
Triggers when an existing pipeline record stage is updated to closed, won, or lost.
Contact updated
Triggers when any detail of an existing contact is updated
Contact created
Triggers when a new contact is created
Event updated
Triggers when any detail of an existing event is updated
Task updated
Triggers when any detail of an existing task is updated
Call created
Triggers when a new call is created
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 call
Creates a new call
Add tag to record
Adds a tag to the specified record
Create event
Creates a new event
Remove tag from record
Removes an existing tag from the specified record
Add note
Adds a note to the selected module
Create or update pipeline record
Creates a new pipeline record or updates the details of the pipeline record if it already exists
Create user
Creates a new user
Create tag
Creates a new tag in the selected module
Create or update product
Creates a new product or updates the details of an existing product
Create task
Creates a new task
Create or update company
Creates a new company or updates the details of the company if it already exists
Create or update contact
Creates a new contact or updates the details of an existing contact
Send email
Sends an email to the specified contact
Update company
Updates the details of an existing company
Update task
Updates the details of an existing task
Update product
Updates the details of an existing product
Update call
Updates the details of an existing call
Update event
Updates the details of an existing event
Update user
Updates the existing user
Update contact
Updates the details of an existing contact
Update pipeline record
Updates the details of an existing pipeline record
Add product to pipeline record
Adds a product to the selected pipeline record
Fetch user
Fetches the details of an existing user by email address or ID
Fetch task
Fetches the details of an existing task by name or ID
Fetch pipeline record
Fetches the details of an existing pipeline record by its name or ID
Fetch company
Fetches the details of an existing company by name or ID
Fetch event
Fetches the details of an existing event by title or ID
Fetch product
Fetches the details of an existing product by ID, name, or code
Fetch contact
Fetches the details of an existing contact by email address, name, or ID.
Fetch call
Fetches the details of an existing call by its ID or the contact 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?
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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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