Integrate Teamwork CRM with Easy Projects
Send information between Teamwork CRM and Easy Projects automatically, without writing any code, using Zoho Flow.
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Generate a new project in Easy Projects for every deal successfully closed in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Easy Projects 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 Easy Projects.
Generate a new project in Easy Projects for every deal successfully closed in Teamwork CRM
Teamwork CRM + Easy Projects
Build your own integrations between Teamwork CRM and Easy Projects
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Supported triggers and actions
Integrate Teamwork CRM and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
New project message
Triggers when a new message is posted in the selected project
New time log
Triggers when a time log is created
Updated project
Triggers when an existing project is updated
New activity message
Triggers when a new message is posted in the selected activity
Updated time log
Triggers when an existing time log is updated
New activity
Triggers when a new activity is created
New project
Triggers when a new project is created
Updated activity
Triggers when an existing activity is updated
New customer
Triggers when a new customer is created
New project activity
Triggers when a new activity is created in the selected project
New user
Triggers when a new user is created
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Post activity message
Posts a new message in an activity
Create activity
Creates a new activity
Create customer
Creates a new customer
Create time log
Creates a new time log
Post project message
Posts a new message in a project
Create project
Creates a new project
Create User
Creates a new user
Update user
Updates the details of an existing user
Update customer
Updates the details of an existing customer
Update time log
Updates an existing time log
Update project
Updates an existing project
Update activity
Updates an existing activity
Fetch activity
Fetches an existing activity by its unique ID
Fetch time log
Fetches an existing time log by its unique ID
Fetch project
Fetches an existing project by its unique ID
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 Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
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