

Integrate Teamwork CRM with Agiled
Send information between Teamwork CRM and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a new project in Agiled for every deal won in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Agiled for every accomplished deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Agiled.


Create a new project in Agiled for every deal won in Teamwork CRM
Teamwork CRM + Agiled

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Supported triggers and actions
Integrate Teamwork CRM and Agiled 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

Client created
Triggers when a new client is created

Product created
Triggers when a new product is created

Lead created
Triggers when a new lead is created

Employee created
Triggers when a new employee is created

Task created
Triggers when a new task is created

Contract created
Triggers when a new contract is created
All Actions - Actions are the automated tasks

Create company
Creates a new company

Create deal
Creates a new deal

Create lost reason
Creates a new lost reason

Create product
Creates a new product

Create note
Creates a new note

Create contact
Creates a new contact

Fetch product
Fetches the details of an existing product

Fetch company
Fetches the details of an existing company

Fetch deal
Fetches the details of an existing deal

Fetch contact
Fetches the details of an existing contact

Create task
Creates a new task

Create project
Creates a new project

Create contract
Creates a new contract

Create employee
Creates a new employee

Create product
Creates a new product

Create expense
Creates a new expense

Create ticket
Creates a new ticket

Create lead
Creates a new lead

Create client
Creates a new client

Update contract
Updates the details of an existing contract

Update employee
Updates the details of an existing employee

Update project
Updates the details of an existing project

Update product
Updates the details of an existing product

Update lead
Updates the details of an existing lead

Fetch tax
Fetches the list of existing taxes
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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What is Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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