Integrate Taskworld with Salesmate
Send information between Taskworld and Salesmate automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Taskworld and Salesmate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Deal created
Triggers when a new deal is created
Activity created
Triggers when a new activity is created
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
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
Create deal
Creates a new deal
Create activity
Creates a new activity
Create company
Creates a new company
Create contact
Creates a new contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update contact
Updates the details of an existing contact
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch activity
Fetches the details of an activity by title or ID
Fetch deal
Fetches the details of a deal by title or ID
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 Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
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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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CEO, OpIndia
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