Integrate Teamwork CRM with Shortcut
Send information between Teamwork CRM and Shortcut automatically, without writing any code, using Zoho Flow.
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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.
Generate a new project in Shortcut for every deal successfully closed in Teamwork CRM
Teamwork CRM + Shortcut
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Supported triggers and actions
Integrate Teamwork CRM and Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Company updated
Triggers when a company is updated
Milestone created
Triggers when a new milestone is created
Story created
Triggers when a new story is created in a project
Comment added
Triggers when a new comment is added
Project created
Triggers when a new project is created
Epic created
Triggers when a new epic is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create note
Creates a new note
Create contact
Creates a new contact
Create lost reason
Creates a new lost reason
Create product
Creates a new product
Fetch product
Fetches the details of an existing product
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
Create team
Creates a new team
Create iteration
Creates a new iteration
Create category
Creates a new category
Create story
Creates a new story in the selected project
Create milestone
Creates a new milestone
Create epic
Creates a new epic
Create comment
Creates a new comment in a selected story
Create project
Creates a new project
Create label
Creates a new label
Update epic
Updates the details of an existing epic
Update label
Updates the details of an existing label
Update iteration
Update details of an existing iteration
Update story
Updates the details of an existing story
Update team
Update details of an existing team
Fetch epic
Fetch the details of an existing epic using ID
Fetch team
Fetch the details of an existing team 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
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Director, Perth Security Services
