Workbooks CRM + Taiga Integration
Connect Workbooks CRM to Taiga in 1 click
Free forever.Use premium features free for 14 days.1.
Organization is created in Workbooks CRM Instant- Person is created in Workbooks CRM Instant
- New sales lead is created in Workbooks CRM Instant
- Credit note is posted in Workbooks CRM Instant
- Invoice is complete and its status is posted in Workbooks CRM Instant
- Task is created in Workbooks CRM Instant
- Case is created in Workbooks CRM Instant
- Product is created in Workbooks CRM Instant
- Meeting is created in Workbooks CRM Instant
- Marketing campaign is created in Workbooks CRM Instant
Task is created in Taiga Instant- Task is updated in Taiga Instant
- Task is deleted in Taiga Instant
- Task status is updated in Taiga Instant
- Issue is created in Taiga Instant
- Issue is updated in Taiga Instant
- Issue is deleted in Taiga Instant
- Issue status is updated in Taiga Instant
- User story is created in Taiga Instant
- User story is updated in Taiga Instant
- User story is deleted in Taiga Instant
- User story status is updated in Taiga Instant
2.
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Top 10 Most Popular Workbooks CRM Automations from
Integrately Community
Just click on the workflow you want to automate
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create Google Sheets row for new Workbooks CRM contact
Create Workbooks CRM contact for new Google Sheets row
Create HubSpot contact for new Workbooks CRM contact
Create HubSpot deal from new Workbooks CRM contact
Create HubSpot task for new Workbooks CRM contact
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Create HeyReach(In Review) contact for new Workbooks CRM contact
Create Workbooks CRM contact for new Refiner form submission
Create Workbooks CRM task for new Refiner form submission
Create Copilot(Under review) task for new Workbooks CRM contact
Create Copilot(Under review) task for new Workbooks CRM task
Top 10 Most Popular Taiga Automations from
Integrately Community
Most popular
01
Create WordPress post for new Taiga task
02
Create Hubstaff to-do for new Taiga task
03
Create Jira Software Server issue for new Taiga task
04
Create Notion database item for new Taiga task
05
Create ClickUp task for new Taiga task
Most popular
01
Create WordPress post for new Taiga task
02
Create Hubstaff to-do for new Taiga task
03
Create Jira Software Server issue for new Taiga task
04
Create Notion database item for new Taiga task
05
Create ClickUp task for new Taiga task
06
Create VivifyScrum item for new Taiga task
07
Create TickTick task for new Taiga task
08
Create AppSheet record for new Taiga task
09
Create Pronnel item for new Taiga task
10
Create SQL Server row for new Taiga task
How Integrately Works?
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2
Connect Accounts
3
Automation is ready
Connect Workbooks CRM + Taiga Now 
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You Can Also Connect Workbooks CRM or Taiga With 1400+ Other Apps
Workbooks CRM
Workbooks CRM is a cloud-based platform for midsize businesses, offering sales, marketing, and customer service tools with real-time insights and customizable workflows to boost efficiency and growth.
Taiga
Taiga is an open-source project management tool. It streamlines software development with task management, kanban boards, sprint planning, and time tracking. Customizable and user-friendly, Taiga is a go-to tool for Agile teams.
