Integrate Teamwork CRM with Agiled
Send information between Teamwork CRM and Agiled automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Agiled for every deal won in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Agiled for every accomplished deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Agiled.
Create a new project in Agiled for every deal won in Teamwork CRM
Teamwork CRM + Agiled
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Supported triggers and actions
Integrate Teamwork CRM and Agiled 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
Employee created
Triggers when a new employee is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Lead created
Triggers when a new lead is created
Product created
Triggers when a new product 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 contract
Creates a new contract
Create project
Creates a new project
Create employee
Creates a new employee
Create expense
Creates a new expense
Create product
Creates a new product
Create lead
Creates a new lead
Create ticket
Creates a new ticket
Create task
Creates a new task
Create client
Creates a new client
Update lead
Updates the details of an existing lead
Update product
Updates the details of an existing product
Update contract
Updates the details of an existing contract
Update project
Updates the details of an existing project
Update employee
Updates the details of an existing employee
Fetch tax
Fetches the list of existing taxes
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 Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
Similar apps
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Webhook triggers
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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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