Integrate Teamwork CRM with Taskworld
Send information between Teamwork CRM and Taskworld automatically, without writing any code, using Zoho Flow.
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Create a new project in Taskworld for every deal won in Teamwork CRM
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Taskworld for every deal successfully closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Taskworld.
Create a new project in Taskworld for every deal won in Teamwork CRM
Teamwork CRM + Taskworld
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Supported triggers and actions
Integrate Teamwork CRM and Taskworld 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
Project created
Triggers when a new project 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
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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
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.
Similar apps
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