Teamwork CRM + Clust Integration

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Teamwork CRM + Clust Integration
1.
  • Teamwork CRM
    Company is created in Teamwork CRM

    Triggers the automation whenever a new company is created

    Instant
  • Teamwork CRM
    Contact is created in Teamwork CRM

    Triggers the automation whenever a new contact is created

    Instant
  • Teamwork CRM
    Deal is created in Teamwork CRM

    Triggers the automation whenever a deal is created

    Instant
  • Teamwork CRM
    Deal is updated in Teamwork CRM

    Triggers the automation whenever a deal is updated

    Instant
  • Teamwork CRM
    Deal is deleted in Teamwork CRM

    Triggers the automation whenever a deal is deleted

    Instant
  • Teamwork CRM
    Activity is created in Teamwork CRM

    Triggers the automation whenever a new activity is created

    Instant
  • Teamwork CRM
    Activity is updated in Teamwork CRM

    Triggers the automation whenever an activity is updated

    Instant
  • Teamwork CRM
    Activity is deleted in Teamwork CRM

    Triggers the automation whenever any activity is deleted

    Instant
  • Teamwork CRM
    Note is created in Teamwork CRM

    Triggers the automation whenever a new note is created

    Instant
  • Teamwork CRM
    File is created in Teamwork CRM

    Triggers the automation whenever a particular action in the workflow fails

    Instant
  • Clust
    Item document is uploaded in Clust

    Triggers the automation whenever a document is uploaded to a location

    Instant
  • Clust
    Item econtract is signed in Clust

    Triggers the automation whenever an e-contract is signed

    Instant
  • Clust
    Application is submitted in Clust

    Triggers the automation whenever a new application is submitted

    Instant
  • Clust
    Application stage is changed in Clust

    Triggers the automation whenever a condition is met

    Instant
  • Clust
    Application is created in Clust

    Triggers the automation whenever a new application is created

    Instant
  • Clust
    Item is approved in Clust

    Triggers the automation whenever an item is approved

    Instant
  • Clust
    Application is closed in Clust

    Triggers the automation whenever any application is closed

    Instant
  • Clust
    Item task is completed in Clust

    Triggers the automation whenever any item task is completed

    Instant
  • Clust
    Item form is completed in Clust

    Triggers the automation whenever a form is completed

    Instant
  • Clust
    Item payment is received in Clust

    Triggers the automation whenever payment for an item is received

    Instant
2.
  • Teamwork CRM
    Create deal in Teamwork CRM

    Automatically generates a new deal with

  • Teamwork CRM
    Search deal in Teamwork CRM

    Automatically retrieves and find a deal

  • Teamwork CRM
    Create contact in Teamwork CRM

    Automatically adds a new contact to the database

  • Teamwork CRM
    Search contact in Teamwork CRM

    Automatically finds and retrieves contact information

  • Teamwork CRM
    Create company in Teamwork CRM

    Automatically generates a new company profile with given details

  • Teamwork CRM
    Search company in Teamwork CRM

    Automatically find information about a company

  • Teamwork CRM
    Create note in Teamwork CRM

    Automatically creates a new note in the particular format

  • Teamwork CRM
    Create activity in Teamwork CRM

    Automatically generates a new activity or task

  • Teamwork CRM
    Search activity in Teamwork CRM

    Automatically retrieves search results based on particular criteria

  • Teamwork CRM
    Create pipeline in Teamwork CRM

    Automatically creates a new pipeline

  • Teamwork CRM
    Create stage in Teamwork CRM

    Automatically generates a new stage for the workflow

  • Teamwork CRM
    Search country in Teamwork CRM

    Automatically searches for a country

  • Teamwork CRM
    Search user in Teamwork CRM

    Automatically searches for a user

  • Teamwork CRM
    Create product in Teamwork CRM

    Automatically generates and launch new products

  • Teamwork CRM
    Search product in Teamwork CRM

    Automatically searches for a product

  • Clust
    Search dossier item by ID in Clust

    Automatically retrieves a dossier item using its unique ID

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