Integrate OnePageCRM with Teamwork Projects
Send information between OnePageCRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Teamwork Projects for every deal won in OnePageCRM
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Teamwork Projects for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Teamwork Projects.
Create a new project in Teamwork Projects for every deal won in OnePageCRM
OnePageCRM + Teamwork Projects
Build your own integrations between OnePageCRM and Teamwork Projects
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Supported triggers and actions
Integrate OnePageCRM and Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
New pending deal
Triggers when there is a new pending deal
New contact
Triggers when a new contact is created
Deal won
Triggers when a deal is won
New project
Triggers when a new project is created
New message
Triggers when a new message is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New company
Triggers when a new company is created
New task list
Triggers when a new task list is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New person
Triggers when a new person is added
New task
Triggers when a new task is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create note
Creates a new note for the specified contact
Fetch contact
Fetches the details of an existing contact
Create message
Creates a new message in the selected project
Create project
Creates a new project
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Create task
Creates a new task in the selected task list
Create company
Creates a new company
Create time entry
Creates a new time entry in the selected project
Fetch person
Fetches the details of a person by person ID or email address
Fetch task
Fetches the details of an existing task
Fetch tag
Fetches the details of a tag by ID or name
Fetch project
Fetches the details of an existing project
Fetch company
Fetches the details of an existing company
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
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Technical Engineer, Master Liveaboards
