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Integrate Teamwork CRM with Shortcut
Send information between Teamwork CRM and Shortcut automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate a new project in Shortcut for every deal successfully closed in Teamwork CRM
Promptly kickstart projects for closed deals to reduce any downtime. This flow will generate a fresh project in Shortcut for every deal successfully closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Shortcut.
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Generate a new project in Shortcut for every deal successfully closed in Teamwork CRM
Teamwork CRM + Shortcut
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Build your own integrations between Teamwork CRM and Shortcut
Connect Teamwork CRM and Shortcut 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 Teamwork CRM and Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company updated
Triggers when a company is updated
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Deal updated
Triggers when a deal is updated
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Contact created
Triggers when a new contact is created
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Company created
Triggers when a new company is created
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Note created
Triggers when a new note is created
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Contact updated
Triggers when a contact is updated
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Deal created
Triggers when a new deal is created
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Comment added
Triggers when a new comment is added
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Milestone created
Triggers when a new milestone is created
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Epic created
Triggers when a new epic is created
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Story created
Triggers when a new story is created in a project
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Project created
Triggers when a new project is created
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create product
Creates a new product
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Create lost reason
Creates a new lost reason
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Create iteration
Creates a new iteration
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Create story
Creates a new story in the selected project
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Create comment
Creates a new comment in a selected story
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Create team
Creates a new team
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Create label
Creates a new label
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Create category
Creates a new category
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Create epic
Creates a new epic
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Create milestone
Creates a new milestone
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Create project
Creates a new project
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Update label
Updates the details of an existing label
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Update team
Update details of an existing team
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Update story
Updates the details of an existing story
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Update epic
Updates the details of an existing epic
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Update iteration
Update details of an existing iteration
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Fetch team
Fetch the details of an existing team using ID
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Fetch epic
Fetch the details of an existing epic using 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 Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
Similar apps
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