Integrate Teamwork CRM with MeisterTask
Send information between Teamwork CRM and MeisterTask automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate a new project in MeisterTask for every deal successfully closed in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within MeisterTask 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 MeisterTask.
Generate a new project in MeisterTask for every deal successfully closed in Teamwork CRM
Teamwork CRM + MeisterTask
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Supported triggers and actions
Integrate Teamwork CRM and MeisterTask 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 section
Triggers when a new section is created
New task created
Triggers when a new task is created
New task in section
Triggers when a new task is added in the selected section
New task in project
Triggers when a new task is created in the selected project
Task completed
Triggers when a task is completed
New person
Triggers when a new person is added to a 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 section
Fetch person
Fetches a person by their unique ID
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 MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
Similar apps
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