Use Zoho Flow to integrate Teambook with Zoho CRM, in atleast 128 different ways, without writing code. Automate any tasks that keep you away from what you do best.
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Create Zoho CRM user when a user added in Teambook
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All Triggers - A trigger kickstarts the flow
Client added
Triggers when a new client is added
Project created
Triggers when a new project is created
User added
Triggers when a new user is added
Updated module entry
Triggers when an entry is updated in the selected module
New note
Triggers when a new note is added
New module
Triggers when a new module is created
New user
Triggers when a new user is created
Updated deal
Triggers when an existing deal is updated
Entry created or updated
Triggers when a record entry is created or updated
New contact
Triggers when a new contact is created
New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)
User created or updated
Triggers when the details of an existing user are created or updated
New lead
Triggers when a new lead is created
All Actions - Action are the automated tasks
Create booking
Creates a new booking
Create user
Creates a new user
Create client
Creates a new client
Create project
Creates a new project
Update module entry
Updates the specified module entry
Convert lead to contact
Converts a lead to a contact
Update related module entry
Relates an entry in this module with an entry in another module
Send mail merge
Sends a mail merge with details of the selected 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
Add tags
Adds tags to the specified record
Add note
Adds a note to the selected module
Add user
Adds a new user
Send email template
Sends an email to the specified users
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
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.
Raise signal
Raises a signal to Zoho CRM
Update user
Updates the details of an existing user based on user ID
Fetch email template
Fetches an email template by name
Fetch user
Fetches a user by name or email address
Fetch account
Fetches an account by its name or unique ID
Fetch lead
Fetches a lead by email address or unique ID
Fetch event
Fetches an event by its title or unique ID
Fetch inventory template
Fetches an inventory template using ID
Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage
Fetch contact
Fetches a contact by email address, unique ID, or name
Clone module entry
Clones an existing module entry
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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