Connect Zoho Marketing Automation and Teamwork to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Zoho Marketing Automation
Choose an Action
Automatically do this!
Create Company
Create Project
Create Person
Create Task
Create Task List
Create Link Category
Create Message Category
Create Calendar Event Type
Create File Category
Create Message Reply
Create Task Comment
Create Notebook
Add People to Project
Create Notebook Category
Create Project Category
Create Time Entry on Task
Create File Comment
Create Link Comment
Create Message
Create Notebook Comment
Mark Task Complete
Create Milestone Comment
Create Calendar Event
Create Expense
Create Invoice
List All Projects
Find Forms
List All Time Entries
Find People
Find Workflows
Find Tasks
Find Companies
Find Tasklists
Find Files
Find Links
Find Messages
Find Milestones
Find Notebook
Find Calendar Event
Create Link
Ready to use Zoho Marketing Automation and Teamwork automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggered when you add a new task.
New Comment
Triggered when you add a new comment.
New Company
Triggered when you add a new company.
New Expense
Triggered when you add a new expense.
New File
Triggered when you add a new file.
New Invoice
Triggered when you add a new invoice.
Do thisActions
Action is the task that follows automatically within your Zoho Marketing Automation integrations.
Create Lead Tag
Creates a new lead tag.
Create Campaign
Creates a new campaign.
Create Topic
Creates a new Topic.
Add Leads in Existing List
Add leads in a existing l.ist
Add New List and Leads
Add a new list and leads.
Assign Tag to Lead
Assign a tag to a lead.
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Frequently Asked Questions
To start, connect both your Zoho Marketing Automation and Teamwork accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho Marketing Automation triggers actions in Teamwork (or vice versa).
Absolutely. You can customize how Zoho Marketing Automation data is recorded in Teamwork. This includes choosing which data fields go into which fields of Teamwork, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho Marketing Automation and Teamwork 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 Marketing Automation and Teamwork. 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 Marketing Automation
Zoho Marketing Automation is a comprehensive platform designed to streamline and enhance your marketing efforts. It offers a suite of tools for automating marketing campaigns, managing leads, and analyzing performance to optimize marketing strategies.
Learn MoreAbout Teamwork
Teamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
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