Integrate Taskworld with Freshsales
Send information between Taskworld and Freshsales automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Taskworld and Freshsales using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
New deal
Triggers when a new deal is created in the selected view
New lead
Triggers when a new lead is created in the selected view
New contact
Triggers when a new contact is created in the selected view
New account
Triggers when a new account is created in the selected view
All Actions - Actions are the automated tasks
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 project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user
Fetch tag
Fetches the details of an existing tag
Remove tag from task
Removes an existing tag from the specified task
Add note to lead
Adds a note to the selected lead
Create deal
Creates a new deal
Create lead
Creates a new lead
Create contact
Creates a new contact
Add note to contact
Adds a note to the selected contact
Update lead
Updates the details of an existing lead
Update contact
Updates the details of an existing contact
Convert lead
Converts a lead to contact
Fetch contact by email address
Fetches the details of a existing contact by email
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch lead by ID
Fetches the details of an existing lead by ID
Fetch lead by email address
Fetches the details of an existing lead by email
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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What is Freshsales?
Freshsales is CRM with built-in phone and email. You can manage leads and deals, track customer activities on website, and customize reports for better insights.
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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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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
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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