Integrate Teamwork CRM with Motion

Send information between Teamwork CRM and Motion automatically, without writing any code, using Zoho Flow.

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Create a new project in Motion for every deal won in your Teamwork CRM

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Motion for every deal successfully closed in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new project in Motion.
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Create a new project in Motion for every deal won in your Teamwork CRM

Teamwork CRM + Motion

Build your own integrations between Teamwork CRM and Motion

Connect Teamwork CRM and Motion 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 Teamwork CRM and Motion 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

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

Create project

Creates a new project

Create recurring task

Creates a recurring task

Create task

Creates a new task

Create comment

Creates a new comment

Update task

Updates the details of an existing task

Move task

Moves an existing task from one workspace to another

Fetch task by name

Fetches the details of an existing task using name

Fetch task by ID

Fetches the details of an existing task using ID

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

What is Motion?

Motion is an artificial intelligence tool that can schedule and reschedule meetings, complete tasks, create projects, and more.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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