

Integrate Teamwork CRM with Workstack
Send information between Teamwork CRM and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Generate a new project in Workstack for every deal successfully closed in Teamwork CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Workstack for every deal won in your Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Workstack.


Generate a new project in Workstack for every deal successfully closed in Teamwork CRM
Teamwork CRM + Workstack

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Supported triggers and actions
Integrate Teamwork CRM and Workstack 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 project
Triggers when a new project is created

New meeting
Triggers when a new meeting is created for the selected user

New todo list
Triggers when a new todo list is created in the selected project

New task
Triggers when a new task is created for the selected user

New todo
Triggers when a new todo is created in the selected project
All Actions - Actions are the automated tasks

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

Create deal
Creates a new deal

Create company
Creates a new company

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 todo
Creates a new todo in the selected project

Create task
Creates a new task in the selected todo

Create meeting
Creates a new meeting

Create todo list
Creates a new todo list in the selected project

Create project
Creates a new project
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
Similar apps
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