Integrate Teamwork CRM with WorkMarket
Send information between Teamwork CRM and WorkMarket automatically, without writing any code, using Zoho Flow.
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Create a new project in WorkMarket for every deal won in Teamwork CRM
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will generate a fresh project in WorkMarket for every deal successfully closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new project for the selected client in WorkMarket.
Create a new project in WorkMarket for every deal won in Teamwork CRM
Teamwork CRM + WorkMarket
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Supported triggers and actions
Integrate Teamwork CRM and WorkMarket using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
New assignment
Triggers when a new assignment is created
New client
Triggers when a new client is created
New project
Triggers when a new project is created
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
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Create assignment
Creates a new assigment
Create project
Creates a new project for the selected client
Create client
Creates a new client
Add note
Adds a note to the selected assignment
What is WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
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