Integrate Teamwork CRM with Paymo
Send information between Teamwork CRM and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a project within Paymo for every accomplished deal in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Paymo for every deal won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Paymo.
Create a project within Paymo for every accomplished deal in Teamwork CRM
Teamwork CRM + Paymo
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Supported triggers and actions
Integrate Teamwork CRM and Paymo 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 task list
Triggers when a new task list is created
New project
Triggers when a new project is created
New task
Triggers when a new task is created
New client
Triggers when a new client is created
New time entry
Triggers when a new time entry is created
New invoice
Triggers when a new invoice 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 client
Creates a new client
Create task list
Creates a new task list
Create time entry
Creates a new time entry
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
What is Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
Similar apps
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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.
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