

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


Create a project within Simplicate for every accomplished deal in Teamwork CRM
Automate the process of initiating projects for closed deals to accelerate project initiation. This workflow will initiate a separate project in Simplicate for every deal won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project in Simplicate.


Create a project within Simplicate for every accomplished deal in Teamwork CRM
Teamwork CRM + Simplicate

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

Deal created
Triggers when a new deal is created

Contact updated
Triggers when a contact is updated

Note created
Triggers when a new note is created

Company created
Triggers when a new company is created

Contact created
Triggers when a new contact is created

Deal updated
Triggers when a deal is updated

Company updated
Triggers when a company is updated

Invoice created
Triggers when a new invoice is created

Employee added
Triggers when a new employee is added

Sale recorded
Triggers when a new sale is recorded

Project created
Triggers when a new project is created

Contact person added
Triggers when a new contact person is added

Organization created
Triggers when a new organization is created

Person added
Triggers when a new person is added
All Actions - Actions are the automated tasks

Create company
Creates a new company

Create deal
Creates a new deal

Create lost reason
Creates a new lost reason

Create product
Creates a new product

Create note
Creates a new note

Create contact
Creates a new contact

Fetch product
Fetches the details of an existing product

Fetch company
Fetches the details of an existing company

Fetch deal
Fetches the details of an existing deal

Fetch contact
Fetches the details of an existing contact

Add person
Adds a new person

Record sale
Records a new sale

Create project
Creates a new project

Create invoice
Creates a new invoice

Add leave
Adds a new leave for an employee
What is Simplicate?
Simplicate is an online platform for business processes. You can manage multiple operations, improve customer relationships with quick access to data, and track working hours and budgets.
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