Integrate Forecast with CompanyHub
Send information between Forecast and CompanyHub automatically, without writing any code, using Zoho Flow.
Build your own integrations between Forecast and CompanyHub
Connect Forecast and CompanyHub with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Forecast and CompanyHub using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New subtask
Triggers when a new subtask is created in the selected project
New task
Triggers when a new card is created in the selected project
New person
Triggers when a new person is added
New project
Triggers when a new project is created
New sprint
Triggers when a new sprint is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New client
Triggers when a new client is created
New milestone
Triggers when a new milestone is created in the selected project
Record created
Triggers when a new record is created in a specified custom table
All Actions - Actions are the automated tasks
Create task
Creates a new task
Create time registration
Creates a new time registration
Add person
Adds a new person
Create label
Creates a new label
Create sprint
Creates a new sprint in the selected project
Create client
Creates a new client
Create project
Creates a new project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Fetch label
Fetches an existing label by name
Create record
Creates a new record in custom table
Update record
Updates a record in specified table
Find record
Finds an existing record in the specified table that matches your search query
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
What is CompanyHub?
CompanyHub CRM lets you create sales bots and automate your sales process. It also lets you create records, add notes, conversations 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.
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