Integrate Salesmate with Taskworld
Send information between Salesmate and Taskworld automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesmate and Taskworld using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Contact created
Triggers when a new contact is created
Activity created
Triggers when a new activity is created
Project created
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 activity
Creates a new activity
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update activity
Updates the details of an existing activity
Update deal
Updates the details of an existing deal
Update company
Updates the details of an existing company
Fetch company
Fetches the details of a company by name, ID, or website
Fetch activity
Fetches the details of an activity by title or ID
Fetch contact
Fetches the details of a contact by name, ID, or email
Fetch deal
Fetches the details of a deal by title or ID
Create project
Creates a new project
Create task
Creates a new task
Add task to task list
Adds a task to a task list in the specified project and workspace
Create tag
Creates a new tag
Create message
Creates a message in the selected workspace
Update project
Updates the details of an existing project
Update task
Updates the details of an existing task
Fetch tag
Fetches the details of an existing tag
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user
Remove tag from task
Removes an existing tag from the specified task
What is Salesmate?
Salesmate is a CRM tool with sales pipeline and deal tracking. You can track emails, forecast sales, and connect to contacts with the built-in phone.
Similar apps
What is Taskworld?
Taskworld is a cloud-based collaboration platform designed to facilitate project and task management, collaboration, delegation, communication and knowledge management within teams.
Similar apps
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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
