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awork + umsatz.io

Create new awork tasks when stages of deals are modified in umsatz.io

Streamline your project management and sales tracking by linking Umsatz.io and Awork with this workflow. When deal stages are modified in Umsatz.io, a corresponding project task is created in Awork. This seamless cooperation between your platforms saves valuable time and ensures consistent updates, enhancing your efficiency in tracking and managing deals.

Streamline your project management and sales tracking by linking Umsatz.io and Awork with this workflow. When deal stages are modified in Umsatz.io, a corresponding project task is created in Awork. This seamless cooperation between your platforms saves valuable time and ensures consistent updates, enhancing your efficiency in tracking and managing deals.

  1. When this happens...
    umsatz.ioumsatz.io
    Modify the Stage of a Deal

    Triggers when the deal stage of a deal changes.

    TriggerInstant
  2. automatically do this!
    aworkawork
    Create Project Task

    Creates a new project task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • umsatz.io triggers, actions, and search

    Modify a Contact Property

    Triggers when a contact property is filled or edited.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Activity

    Triggers when a user tracks a new call in the app.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Deal

    Triggers when a new deal is created in the system.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    Modify the Stage of a Deal

    Triggers when the deal stage of a deal changes.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    Modify a Deal Property

    Triggers when a deal property is filled or edited.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Contact

    Triggers when a new contact is created in the system.

    Trigger
    Instant
    Try It
  • umsatz.io triggers, actions, and search

    New Form Submission

    Triggers when a new form is submitted in the system.

    Trigger
    Instant
    Try It
    • Note (optional)

    Action
    Write
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About awork

Intelligent projects, tasks and time tracking for your project business.

Related categories

  • Team Collaboration
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About umsatz.io

umsatz.io is a CRM system that helps businesses to make more sales.

Related categories