Integrate Forecast with TeamWave
Send information between Forecast and TeamWave automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new card is created in the selected project in Forecast.
- Zoho Flow creates a new event in TeamWave.
Create an event in TeamWave once a task is created in Forecast
Forecast + 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.
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.
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