Integrate Pipedrive with Taskworld

Send information between Pipedrive and Taskworld automatically, without writing any code, using Zoho Flow.

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Generate a new project in Taskworld for every deal successfully closed in Pipedrive

Initiate a project promptly following the closure of a deal. This flow will create a new project in Taskworld for every deal won in your Pipedrive.

How it works
  1. The flow triggers when any detail of an existing deal is updated in Pipedrive.
  2. Zoho Flow creates a new project in Taskworld.
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Generate a new project in Taskworld for every deal successfully closed in Pipedrive

Pipedrive + Taskworld

Build your own integrations between Pipedrive and Taskworld

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Supported triggers and actions

Integrate Pipedrive and Taskworld using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal updated

Triggers when any detail of an existing deal is updated

Organization created

Triggers when a new organization is created

Activity created

Triggers when a new activity is created

Contact person created

Triggers when a new contact person is created

Deal created

Triggers when a new deal is created

Note updated

Triggers when an existing note is updated

Note added

Triggers when a new note is added

Pipeline created

Triggers when a new pipeline is created

Activity updated

Triggers when any detail of an existing activity is updated

Contact person updated

Triggers when any detail of an existing contact person is updated

Pipeline stage created

Triggers when a new pipeline stage is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create contact person

Creates a new contact person for the selected organization

Create lead

Creates a new lead

Create activity

Creates a new activity

Create organization

Creates a new organization

Create product

Creates a new product

Update deal

Updates the details of an existing deal

Create notes

Creates a new note for the selected lead, deal, person, or organization

Update organization

Updates the details of an existing organization

Update lead

Updates the details of an existing lead

Update notes

Updates the details of an existing note

Update contact person

Updates the details of an existing contact person

Update product

Updates the details of an existing product

Update activity

Updates the details of an existing activity

Fetch person by email address

Fetches the details of an existing person by email address

Fetch product by name

Fetches the details of an existing product by name

Fetch deal by ID

Fetches the details of an existing deal by ID

Fetch user by name

Fetches the details of an existing user by name

Fetch organization by ID

Fetches the details of an existing organization by ID

Fetch activity

Fetches the details of an existing user activity

Fetch lead

Fetch the details of an existing lead by ID or title

Fetch deal by title

Fetches the details of an existing deal by title

Fetch person by phone number

Fetches the details of an existing person by phone number

Fetch person by ID

Fetches the details of an existing person record by ID

Fetch person by name

Fetches the details of an existing person record by name

Fetch organization by name

Fetches the details of an existing organization by name

Create project

Creates a new project

Add task to task list

Adds a task to a task list in the specified project and workspace

Create task

Creates a new task

Create message

Creates a message in the selected workspace

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 tag

Fetches the details of an existing tag

Fetch user

Fetches the details of an existing user

Remove tag from task

Removes an existing tag from the specified task

What is Pipedrive?

Pipedrive is a CRM and pipeline management tool. You can set activities and goals, forecast with built in features, accurately measure your sales with customized reports, and switch to different languages and currencies.

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.

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

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