Integrate OnePageCRM with Teamwork Projects
Send information between OnePageCRM and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Teamwork Projects for every deal won in OnePageCRM
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Teamwork Projects for every deal won in OnePageCRM.
How it works
- The flow triggers when a deal is won in OnePageCRM.
- Zoho Flow creates a new project in Teamwork Projects.
Create a new project in Teamwork Projects for every deal won in OnePageCRM
OnePageCRM + Teamwork Projects
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Supported triggers and actions
Integrate OnePageCRM and Teamwork Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New action
Triggers when a new action is created
Deal won
Triggers when a deal is won
New contact
Triggers when a new contact is created
New pending deal
Triggers when there is a new pending deal
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New task
Triggers when a new task is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New person in project
Triggers when a new person is added in the selected project
New message
Triggers when a new message is created in the selected project
New company
Triggers when a new company is created
All Actions - Actions are the automated tasks
Create note
Creates a new note for the specified contact
Create contact
Creates a new contact
Fetch contact
Fetches the details of an existing contact
Create time entry
Creates a new time entry in the selected project
Create message
Creates a new message in the selected project
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create task
Creates a new task in the selected task list
Create company
Creates a new company
Add person
Adds a new person
Fetch tag
Fetches the details of a tag by ID or name
Fetch person
Fetches the details of a person by person ID or email address
Fetch company
Fetches the details of an existing company
Fetch task
Fetches the details of an existing task
Fetch task list
Fetch the details of an existing task list
Fetch project
Fetches the details of an existing project
What is OnePageCRM?
OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.
Similar apps
What is Teamwork Projects?
Teamwork Projects is a project management software that helps collaborative teams manage projects by categorizing them, adding tags, and creating task list templates to plan efficiently.
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Logic
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Custom functions
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