Integrate Teamwork CRM with Workstack
Send information between Teamwork CRM and Workstack automatically, without writing any code, using Zoho Flow.
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Generate a new project in Workstack for every deal successfully closed in Teamwork CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Workstack 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 Workstack.
Generate a new project in Workstack for every deal successfully closed in Teamwork CRM
Teamwork CRM + Workstack
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Supported triggers and actions
Integrate Teamwork CRM and Workstack 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 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 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 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 Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
Similar apps
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