Integrate LionDesk with Workstack

Send information between LionDesk and Workstack automatically, without writing any code, using Zoho Flow.

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Set up a new task in Workstack whenever a new task is initiated in LionDesk

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Workstack whenever a new task is initiated in LionDesk.

How it works
  1. The flow triggers when a new task is created in LionDesk.
  2. Zoho Flow creates a new task in the selected todo in Workstack.
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Set up a new task in Workstack whenever a new task is initiated in LionDesk

LionDesk + Workstack

Build your own integrations between LionDesk and Workstack

Connect LionDesk and Workstack with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate LionDesk and Workstack using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New task

Triggers when a new task is created

New event

Triggers when a new event is created

New contact

Triggers when a new contact is created

New user

Triggers when a new user is added

New task

Triggers when a new task is created for the selected user

New todo

Triggers when a new todo is created in the selected project

New meeting

Triggers when a new meeting is created for the selected user

New todo list

Triggers when a new todo list is created in the selected project

New project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create contact

Creates a new contact

Create event

Creates a new event

Fetch contact

Fetches an existing contact

Create task

Creates a new task in the selected todo

Create meeting

Creates a new meeting

Create todo

Creates a new todo in the selected project

Create todo list

Creates a new todo list in the selected project

Create project

Creates a new project

What is LionDesk?

LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.

CRM

What is Workstack?

Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.

Project Management

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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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

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

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

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