Integrate Teamwork CRM with Timely
Send information between Teamwork CRM and Timely automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Timely for every deal won in your Teamwork CRM
Initiate a project promptly following the closure of a deal. This flow will create a new project in Timely for every deal won in your Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Timely.
Create a new project in Timely for every deal won in your Teamwork CRM
Teamwork CRM + Timely
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Supported triggers and actions
Integrate Teamwork CRM and Timely 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
Team created
Triggers when a new team is created
Client created
Triggers when a new client is created for the selected account
Project created
Triggers when a new project is created
Event created
Triggers when a new event is created
Account created
Triggers when a new account is created
Event created for user
Triggers when a new event is created for the selected user
Event created in project
Triggers when a new event is created in the selected project
User added
Triggers when a new user is added
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 event for user
Creates a new event for the selected user
Create project
Creates a new project
Create event in project
Creates a new event in the selected project
Create client
Creates a new client
Add user
Adds a new user
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 Timely?
Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.
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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
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.
Neville Mader
Director, Perth Security Services
