Can I filter for notes added by certain team members?

DryMerge allows you to filter notes based on the team member who added them. Specify the team members you're interested in, and DryMerge will configure the automation accordingly.

Is it possible to create follow-up tasks for only specific types of notes?

Yes, you can filter for specific types of notes. Specify the criteria for the notes you're interested in, and DryMerge will handle the rest.

Who typically uses this automation and for what purpose?

This automation is used by sales and account management teams to stay updated on client communication and manage tasks related to client interactions.

Home Contact Pricing Apps Blog

Teamwork + Zoho CRM

Create Teamwork Tasks for New Notes in Zoho CRM Deals

Ensure consistent client communication by creating a new task in Teamwork every time a new note is added to a deal in Zoho CRM. This helps your team stay updated and manage tasks efficiently.

New Zoho CRM Deal Note

Triggers when a new note is added to a deal in Zoho CRM.

Create Teamwork Task

Creates a new task in Teamwork.

See more Teamwork to Zoho CRM integrations or use AI to customize your automation.

or pick a common variation below

Create Teamwork Tasks for New Zoho CRM Leads

Teamwork + Zoho CRM

Create Teamwork Tasks for New Events in Zoho CRM

Teamwork + Zoho CRM

Create Teamwork Projects for Converted Zoho CRM Leads

Teamwork + Zoho CRM

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Teamwork tasks for new notes in Zoho CRM deals"

Create Teamwork tasks for new notes in Zoho CRM deals

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Teamwork + Zoho CRM.

New Project

Triggers when a new project is created in Teamwork

New Task

Triggers when a new task is created in Teamwork

New Comment

Triggers when a new comment is added to a task in Teamwork

New Milestone

Triggers when a new milestone is created in Teamwork

Task Completed

Triggers when a task is marked as completed in Teamwork

Task Updated

Triggers when a task is updated in Teamwork

New File

Triggers when a new file is uploaded to Teamwork

New Message

Triggers when a new message is posted in Teamwork

New Notebook

Triggers when a new notebook is created in Teamwork

New Time Entry

Triggers when a new time entry is logged in Teamwork

New User

Triggers when a new user is added to Teamwork

New Event

Triggers when a new event is added to the calendar in Teamwork

App details

Teamwork

Teamwork is a project management and team collaboration platform. Manage projects, tasks, and resources, track time, and collaborate with team members to improve productivity and efficiency.

Zoho CRM

Zoho CRM is a web-based business tool for customer relationship management. Manage your organization's sales, marketing, customer support, and inventory in a single system.