Integrate LionDesk with TeamGrid

Send information between LionDesk and TeamGrid automatically, without writing any code, using Zoho Flow.

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Set up a new task in TeamGrid whenever a new task is initiated in LionDesk

Facilitate better time management by automating routine task scheduling. This flow will add a new task to TeamGrid every time a new task is added in LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task in TeamGrid.
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Set up a new task in TeamGrid whenever a new task is initiated in LionDesk

LionDesk + TeamGrid

Build your own integrations between LionDesk and TeamGrid

Connect LionDesk and TeamGrid 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 LionDesk and TeamGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created

Task created

Triggers when a task is created

Task completed

Triggers when task is completed

Contact created

Triggers when a new contact is created

Project completed

Triggers when a project is completed

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create event

Creates a new event

Create task

Creates a new task

Create contact

Creates a new contact

Fetch contact

Fetches an existing contact

Create task

Creates a new task

Complete project

Completes an existing project

Create project

Creates a new project

Complete task

Completes an existing task

What is LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

What is TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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