Integrate OnePageCRM with Teamwork Projects

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

Explore prebuilt integration flows to get started

[esc]

Create a new project in Teamwork Projects for every deal won in OnePageCRM

Initiate a project promptly following the closure of a deal. This workflow will initiate a separate project in Teamwork Projects for every deal won in OnePageCRM.

How it works
  1. The flow triggers when a deal is won in OnePageCRM.
  2. Zoho Flow creates a new project in Teamwork Projects.
+

Create a new project in Teamwork Projects for every deal won in OnePageCRM

OnePageCRM + Teamwork Projects

Build your own integrations between OnePageCRM and Teamwork Projects

Connect OnePageCRM and Teamwork Projects with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate OnePageCRM and Teamwork Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New contact

Triggers when a new contact is created

New action

Triggers when a new action is created

New pending deal

Triggers when there is a new pending deal

Deal won

Triggers when a deal is won

New task

Triggers when a new task is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New task list

Triggers when a new task list is created in the selected project

New company

Triggers when a new company is created

New message

Triggers when a new message is created in the selected project

New person in project

Triggers when a new person is added in the selected project

New person

Triggers when a new person is added

New project

Triggers when a new project is created

New time entry

Triggers when a new time entry is created in the selected project

All Actions - Actions are the automated tasks

Create note

Creates a new note for the specified contact

Create contact

Creates a new contact

Fetch contact

Fetches the details of an existing contact

Create milestone

Creates a new milestone in the selected project

Add person

Adds a new person

Create project

Creates a new project

Create message

Creates a new message in the selected project

Create time entry

Creates a new time entry in the selected project

Create company

Creates a new company

Create task

Creates a new task in the selected task list

Fetch person

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

Fetch company

Fetches the details of an existing company

Fetch project

Fetches the details of an existing project

Fetch tag

Fetches the details of a tag by ID or name

Fetch task

Fetches the details of an existing task

What is OnePageCRM?

OnePageCRM is an online sales CRM. You can streamline sales with workflows, get lead details from social profiles, and let your sales team collaborate on tasks.

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

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

Learn more >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY