Integrate Salesflare with Teamwork Projects

Send information between Salesflare and Teamwork Projects automatically, without writing any code, using Zoho Flow.

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Create a new task in Teamwork Projects each time a new task is created in Salesflare

Facilitate better time management by automating routine task scheduling. This flow will set up a new task in Teamwork Projects whenever a new task is initiated in Salesflare.

How it works
  1. The flow triggers when a new task is created in Salesflare.
  2. Zoho Flow creates a new task in the selected task list in Teamwork Projects.
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Create a new task in Teamwork Projects each time a new task is created in Salesflare

Salesflare + Teamwork Projects

Build your own integrations between Salesflare and Teamwork Projects

Connect Salesflare and Teamwork Projects with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesflare and Teamwork Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New account

Triggers when a new account is created

New task

Triggers when a new task is created

New opportunity

Triggers when a new opportunity is created

New contact

Triggers when a new contact is created

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 person

Triggers when a new person is added

New message

Triggers when a new message is created in the selected project

New company

Triggers when a new company is created

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

All Actions - Actions are the automated tasks

Create account

Creates a new account

Create call

Creates a new call

Create contact

Creates a new contact

Create opportunity

Creates a new opportunity

Create task

Creates a new task

Create meeting

Creates a new meeting

Add user to account

Adds an existing user to the selected account

Add contact to account

Adds an existing contact to the selected account

Fetch pipeline stage

Fetches a pipeline stage by stage ID, stage name, or pipeline name

Fetch account

Fetches an account by ID, name, domain, or tags

Fetch opportunity

Fetches an opportunity by ID, name, or account

Fetch user

Fetches a user by ID, name, or email

Fetch contact

Fetches a contact by ID, name, email, phone, account, or tags

Fetch person

Fetches a person by ID, name, or email

Create milestone

Creates a new milestone in the selected project

Create task

Creates a new task in the selected task list

Add person

Adds a new person

Create message

Creates a new message in the selected project

Create project

Creates a new project

Create company

Creates a new company

Create time entry

Creates a new time entry in the selected project

Fetch task

Fetches the details of an existing task

Fetch company

Fetches the details of an existing company

Fetch person

Fetches the details of a person by person ID or email address

Fetch tag

Fetches the details of a tag by ID or name

Fetch project

Fetches the details of an existing project

What is Salesflare?

Salesflare is a CRM tool that gathers contact and company data from emails and social profiles. It automatically logs meetings and calls, organizes documents, and lets you collaborate better with your team.

CRM

What is Teamwork Projects?

Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Technical Engineer, Master Liveaboards

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