Integrate Teamwork CRM with Teamwork Desk
Send information between Teamwork CRM and Teamwork Desk automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Teamwork CRM and Teamwork Desk using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
New customer
Triggers when a new customer is created
Thread edited
Triggers when a thread in the selected inbox is edited
Updated customer details
Triggers when the details of a customer are updated
New ticket
Triggers when a new ticket is created
Ticket Unassigned
Triggers when a ticket in the selected inbox is unassigned
Ticket assigned
Triggers when a ticket in the selected inbox is assigned
New customer reply
Triggers when a customer sends a reply
New agent reply
Triggers when an agent sends a reply
New ticket note
Triggers when a ticket note is added
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
Fetch company
Fetches the details of an existing company
Fetch product
Fetches the details of an existing product
Fetch contact
Fetches the details of an existing contact
Fetch deal
Fetches the details of an existing deal
Create customer
Creates a new customer
Create ticket
Creates a new ticket
Link task to ticket
Links a task to a ticket
Unassign ticket
Unassigns the selected ticket
Reply to ticket
Adds a reply to the selected ticket
Assign ticket
Assigns the selected ticket to a user
Update ticket
Updates the details of an existing ticket
Update customer
Updates the details of an existing customer
Fetch type
Fetches the type of an existing ticket by ID or name
Fetch agent
Fetches the details of an existing agent by ID, name, or email address
Fetch priorities
Fetches the priority of an existing ticket by ID or name
Fetch company
Fetches the details of an existing company by ID, name, or email address
Fetch status
Fetches the status of an existing ticket by ID or name
Fetch inbox
Fetches the details of an existing inbox by ID, name, or email address
Fetch source
Fetches the source of an existing ticket by ID or name
Fetch tags
Fetch the details of an existing tag by ID or name
Fetch ticket
Fetches the details of an existing ticket by ticket ID or name
Fetch customer
Fetches the details of an existing customer by name or email address
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 Teamwork Desk?
Teamwork Desk is help desk software that lets you manage tickets, reports, and help docs. You can organize tickets with tags and smart inboxes, and get instant feedback from your customers.
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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.
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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
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