Integrate Teamwork CRM with Workstack
Send information between Teamwork CRM and Workstack automatically, without writing any code, using Zoho Flow.
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Generate a new project in Workstack for every deal successfully closed in Teamwork CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Workstack for every deal won in your Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Workstack.
Generate a new project in Workstack for every deal successfully closed in Teamwork CRM
Teamwork CRM + Workstack
Build your own integrations between Teamwork CRM and Workstack
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Supported triggers and actions
Integrate Teamwork CRM and Workstack 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
New todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
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
Create task
Creates a new task in the selected todo
Create project
Creates a new project
Create todo list
Creates a new todo list in the selected project
Create todo
Creates a new todo in the selected project
Create meeting
Creates a new meeting
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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