

Integrate Teamwork Desk with Zoho CRM
Send information between Teamwork Desk and Zoho CRM automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Teamwork Desk and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Ticket assigned
Triggers when a ticket in the selected inbox is assigned

Ticket Unassigned
Triggers when a ticket in the selected inbox is unassigned

New agent reply
Triggers when an agent sends a reply

New customer reply
Triggers when a customer sends a reply

Thread edited
Triggers when a thread in the selected inbox is edited

New customer
Triggers when a new customer is created

New ticket note
Triggers when a ticket note is added

New ticket
Triggers when a new ticket is created

Updated customer details
Triggers when the details of a customer are updated

New lead
Triggers when a new lead is created

User created or updated
Triggers when the details of an existing user are created or updated

Entry created or updated
Triggers when a record entry is created or updated

New module
Triggers when a new module is created

New contact
Triggers when a new contact is created

New note
Triggers when a new note is added

New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated deal
Triggers when an existing deal is updated

Updated module entry
Triggers when an entry is updated in the selected module

New user
Triggers when a new user is created
All Actions - Actions are the automated tasks

Create ticket
Creates a new ticket

Create customer
Creates a new customer

Link task to ticket
Links a task to a ticket

Unassign ticket
Unassigns the selected ticket

Assign ticket
Assigns the selected ticket to a user

Reply to ticket
Adds a reply to the selected ticket

Update customer
Updates the details of an existing customer

Update ticket
Updates the details of an existing ticket

Fetch inbox
Fetches the details of an existing inbox by ID, name, or email address

Fetch status
Fetches the status of an existing ticket by ID or name

Fetch tags
Fetch the details of an existing tag by ID or name

Fetch source
Fetches the source of an existing ticket by ID or name

Fetch agent
Fetches the details of an existing agent by ID, name, or email address

Fetch type
Fetches the type of an existing ticket by ID or name

Fetch company
Fetches the details of an existing company by ID, name, or email address

Fetch priorities
Fetches the priority of an existing ticket by ID or name

Fetch customer
Fetches the details of an existing customer by name or email address

Fetch ticket
Fetches the details of an existing ticket by ticket ID or name

Update related module entry
Relates an entry in this module with an entry in another module

Enroll cadence
Enrolls an existing record to a cadence

Draft email
Drafts an email for the selected record

Convert lead to contact
Converts a lead to a contact

Un-enroll cadence
Un-enrolles a record from the cadence

Add note
Adds a note to the selected module

Create module entry
Creates a new module entry (eg., Leads, Deals, etc)

Send email template
Sends an email to the specified users

Raise signal
Raises a signal to Zoho CRM

Update module entry
Updates the specified module entry

Add user
Adds a new user

Add tags
Adds tags to the specified record

Create or update contact
Creates a new contact. Updates the contact details if the email already exists.

Remove tags
Removes tags from the specified record

Create or update module entry
Creates a new module entry. Updates the module entry if it already exists

Create or update lead
Creates a new lead. Updates the lead details if the email already exists.

Send mail merge
Sends a mail merge with details of the selected record

Update user
Updates the details of an existing user based on user ID

Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch account
Fetches an account by its name or unique ID

Clone module entry
Clones an existing module entry

Fetch user
Fetches the details of an existing user by name or email address

Fetch contact
Fetches a contact by email address, unique ID, or name

Fetch lead
Fetches a lead by email address or unique ID

Fetch inventory template
Fetches an inventory template using ID

Fetch email template
Fetches an email template by name

Fetch event
Fetches an event by its title or unique ID

Delete module entry
Deletes the specified entry

Cancel call
Cancels a event

Fetch module entry
Fetches a module entry by the specified values

Fetch product
Fetches a product by its name or unique ID
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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What is Zoho CRM?
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