Integrate Forecast with TeamWave

Send information between Forecast and TeamWave automatically, without writing any code, using Zoho Flow.

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Create an event in TeamWave once a task is created in Forecast

Link tasks to events for clear assignment and progress tracking. This flow will create an event in TeamWave once a task is created in Forecast.

How it works
  1. The flow triggers when a new card is created in the selected project in Forecast.
  2. Zoho Flow creates a new event in TeamWave.
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Create an event in TeamWave once a task is created in Forecast

Forecast + TeamWave

Build your own integrations between Forecast and TeamWave

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Supported triggers and actions

Integrate Forecast and TeamWave using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New time entry

Triggers when a new time entry is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New project

Triggers when a new project is created

New person

Triggers when a new person is added

All Actions - Actions are the automated tasks

Add person

Adds a new person

Create client

Creates a new client

Create time registration

Creates a new time registration

Create label

Creates a new label

Create subtask

Creates a new sub task/to-do

Create project

Creates a new project

Create task

Creates a new task

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Fetch label

Fetches an existing label by name

Create milestone

Creates a new milestone

Create person

Creates a new person

Create task list

Creates a new task list

Create organization

Creates a new organization

Create project

Creates a new project

Create event

Creates a new event

Create deal

Creates a new deal

Create task

Creates a new task

Create activity

Creates a new activity

Update deal

Updates the details of an existing deal

Update person

Updates the details of an existing person

Update organization

Updates the details of an existing organization

Update task

Updates the details of an existing task

Update event

Update the details of an existing event

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

What is TeamWave?

TeamWave is an integrated suite of CRM, project management, and HR software applications for small & medium-sized companies. It provides features such as lead capture forms, automatic lead assignment, time tracking, email integration, sales forecasting, and more.

CRM HR Project Management

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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