Integrate Teamwork CRM with Bexio
Send information between Teamwork CRM and Bexio automatically, without writing any code, using Zoho Flow.
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Add new Teamwork CRM contacts to Bexio
How it works
Add new Teamwork CRM contacts to Bexio
Teamwork CRM + Bexio
Build your own integrations between Teamwork CRM and Bexio
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Supported triggers and actions
Integrate Teamwork CRM and Bexio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Quote created or updated
Triggers when a quote or offer is created or an existing quote is updated
New product created
Triggers when a new product is created
Sales invoice created or updated
Triggers when a sales invoice is created or updated with the selected status
Company created or updated
Triggers when a company is added or updated
Person added or updated
Triggers when a person is added or updated
All Actions - Actions are the automated tasks
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
Update company
Updates the details of the specified company
Find product
Finds the details of an existing product by name
Create contact relation
Links a sub contact to a parent contact
Create company
Creates a new company
Create product
Creates a new product
Find company
Finds the details of the specified company
Find country
Find the details of the specified country
Find person
Finds the details of the specified person
Update person
Updates the details of the specified person
Create timesheet
Creates a new timesheet
Create project
Creates a new project
Update product
Updates the details of on existing product by ID
Update project
Updates the details of an existing project
Create person
Creates a new person
Find salutation form
Find the details of an existing salutation form
Find user
Find the details of the specified user by email or user ID
Find project
Finds the details of an existing project
Find business activity
Finds the details of an existing business activity
Find currency
Finds a currency by name or ID
Find language
Finds the details of an existing language
Find salutation title
Find the details of an existing salutation title
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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