Integrate Teamwork CRM with Active Collab
Send information between Teamwork CRM and Active Collab automatically, without writing any code, using Zoho Flow.
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Generate a new project in Active Collab for every deal successfully closed in Teamwork CRM
Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Active Collab for every deal won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Active Collab.
Generate a new project in Active Collab for every deal successfully closed in Teamwork CRM
Teamwork CRM + Active Collab
Build your own integrations between Teamwork CRM and Active Collab
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Supported triggers and actions
Integrate Teamwork CRM and Active Collab 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
Task created
Triggers when a new task is created
Comment added
Triggers when a comment is added to an object
Task closed
Triggers when a task is closed
Task list created
Triggers when a new task list is created in a project
Task moved
Triggers when a task is moved from one task list to another
Project created
Triggers when a new project is created
Task updated
Triggers when the details of an existing task is updated
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
Add comment to task
Creates a new comment in the selected task
Add comment to discussion
Adds a new comment to discussion
Create task
Creates a new task
Create company
Creates a new company
Create project
Creates a new project
Move task
Moves the specified task to the selected task list
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user by email address
What is Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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