Simplicate + Teamwork

Create tasks in Teamwork for new sales accepted in Simplicate

Efficiently manage your tasks with this simple workflow between Simplicate and Teamwork. When a sales opportunity is marked as accepted in Simplicate, a new task will be created in Teamwork to keep your team updated and organized. Streamline your sales process and ensure work is delegated effectively with this seamless automation.

Efficiently manage your tasks with this simple workflow between Simplicate and Teamwork. When a sales opportunity is marked as accepted in Simplicate, a new task will be created in Teamwork to keep your team updated and organized. Streamline your sales process and ensure work is delegated effectively with this seamless automation.

  1. When this happens...
    SimplicateSimplicate
    Sales Accepted

    Triggers when sales processes are accepted.

    TriggerPolling
  2. automatically do this!
    TeamworkTeamwork
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

simplicate logo
simplicate logo

About Simplicate

All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.
Learn more

Related categories

  • Project Management
teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn more

Related categories

  • Project Management

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