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Create business workflows for Teambook without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Teambook workflows

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Create Zoho CRM user when a user added in Teambook

Each time a new user is added in Teambook, this flow creates a corresponding user in Zoho CRM.

How it works
1. A new user is added in Teambook.

2. Zoho Flow creates a corresponding user in Zoho CRM.
Use this flow
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Create Zoho CRM user when a user added in Teambook

Teambook + Zoho CRM

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Client added

Triggers when a new client is added

Project created

Triggers when a new project is created

User added

Triggers when a new user is added

All Actions - Actions are the automated tasks

Create booking

Creates a new booking

Create user

Creates a new user

Create client

Creates a new client

Create project

Creates a new project

What is Teambook?

Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.

Bulid 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.

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We started using both from the beginning, but since swapping [to Zoho], 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 Know more

Owain ap Rees

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. Know 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. Know more

Toto

Technical Engineer, Master Liveaboards

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