Integrate Teamwork CRM with Taskworld
Send information between Teamwork CRM and Taskworld automatically, without writing any code, using Zoho Flow.
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Create a new project in Taskworld for every deal won in Teamwork CRM
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Taskworld for every deal successfully closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Taskworld.
Create a new project in Taskworld for every deal won in Teamwork CRM
Teamwork CRM + Taskworld
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Supported triggers and actions
Integrate Teamwork CRM and Taskworld using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create lost reason
Creates a new lost reason
Create note
Creates a new note
Create deal
Creates a new deal
Create company
Creates a new company
Create product
Creates a new product
Add task to task list
Adds a task to a task list in the specified project and workspace
Create message
Creates a message in the selected workspace
Create task
Creates a new task
Create project
Creates a new project
Create tag
Creates a new tag
Update task
Updates the details of an existing task
Update project
Updates the details of an existing project
Fetch user
Fetches the details of an existing user
Fetch tag
Fetches the details of an existing tag
Fetch task
Fetches the details of an existing task
Remove tag from task
Removes an existing tag from the specified task
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
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Logic
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Custom functions
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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