Integrate Billbee with Teamwork CRM

Send information between Billbee and Teamwork CRM automatically, without writing any code, using Zoho Flow.

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Create a new deal in Teamwork CRM for every new order created in Billbee

Enable sales reps to view new orders through the creation of deals in your sales CRM software instantly. This flow will create a new deal in Teamwork CRM for every new order created in Billbee.

How it works
  1. The flow triggers when a new order is created in Billbee.
  2. Zoho Flow creates a new deal in Teamwork CRM.
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Create a new deal in Teamwork CRM for every new order created in Billbee

Billbee + Teamwork CRM

Build your own integrations between Billbee and Teamwork CRM

Connect Billbee and Teamwork CRM with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Billbee and Teamwork CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Product created

Triggers when a new prodcut is created

Shipment created

Triggers when an order is shipped

Customer created

Triggers when a new customer is created

Order created

Triggers when a new order is created

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal is created

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note is created

All Actions - Actions are the automated tasks

Create customer

Creates a new customer

Create product

Creates a new product

Create invoice

Creates an invoice for an existing order

Create order

Creates a new order

Update customer

Updates the details of an existing customer

Update order status

Updates the status of an existing order

Fetch order

Fetches the details of an existing order using query

Fetch customer

Fetches the details of an existing customer by customer number

Create contact

Creates a new contact

Create note

Creates a new note

Create product

Creates a new product

Create lost reason

Creates a new lost reason

Create deal

Creates a new deal

Create company

Creates a new company

Fetch company

Fetches the details of an existing company

Fetch product

Fetches the details of an existing product

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

What is Billbee?

Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.

E Commerce

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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