Connect Zoho Contracts and Teamwork Desk to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Ticket
Triggers when a new ticket is created.
New Customer
Triggers when a new customer is added.
Customer Updated
Triggers when a customer's details are updated.
New Note on Ticket
Triggers when a new note is added to a ticket.
Ticket Assigned
Triggers when a ticket is assigned to a team member.
Ticket Unassigned
Ticket Unassigned
Do thisActions
Action is the task that follows automatically within your Zoho Contracts integrations.
Create Department
Create a new department in Zoho Contracts
Create department
Create a new department in Zoho Contracts.
Create Obligation Category
Create a new obligation category to organize contract duties and requirements.
Create Customer
Creates a new customer
Assign Ticket
Assigns a ticket to a specific team member.
Link tasks to ticket
Link task to ticket
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Frequently Asked Questions
To start, connect both your Zoho Contracts and Teamwork Desk accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Contracts triggers actions in Teamwork Desk (or vice versa).
Absolutely. You can customize how Zoho Contracts data is recorded in Teamwork Desk. This includes choosing which data fields go into which fields of Teamwork Desk, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Contracts and Teamwork Desk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho Contracts and Teamwork Desk. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Zoho Contracts
Zoho Contracts is a comprehensive platform designed to streamline contract management processes, offering tools for drafting, reviewing, and managing contracts efficiently.
Learn MoreAbout Teamwork Desk
Teamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.
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