Integrate Teamwork CRM with Billomat
Send information between Teamwork CRM and Billomat automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in Billomat for every new deal created in your Teamwork CRM
Automate the generation of estimates for new deals in your sales CRM software to streamline sales and accounting processes. This flow will create an estimate in your Billomat when a new deal is created in Teamwork CRM.
How it works
- The flow triggers when a new deal is created in Teamwork CRM.
- Zoho Flow creates a new estimate in Billomat.
Create an estimate in Billomat for every new deal created in your Teamwork CRM
Teamwork CRM + Billomat
Create an invoice in Billomat for newly acquired deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Billomat each time a deal is won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Billomat.
Create an invoice in Billomat for newly acquired deals in Teamwork CRM
Teamwork CRM + Billomat
Build your own integrations between Teamwork CRM and Billomat
Connect Teamwork CRM and Billomat with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamwork CRM and Billomat 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
Client added
Triggers when a new client is created
Recurring invoice created
Triggers when a new recurring invoice is created
Purchase invoice payment received
Triggers when a new purchase invoice payment is received
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Invoice payment received
Triggers when a new invoice payment is received
Supplier created
Triggers when a new supplier is created
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
Create recurring invoice
Creates a new recurring invoice
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Fetch client
Fetches the details of an existing client
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
What is Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
