Integrate Teamwork CRM with Debitoor
Send information between Teamwork CRM and Debitoor automatically, without writing any code, using Zoho Flow.
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Create an invoice in Debitoor for newly acquired deals in Teamwork CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in Debitoor whenever a deal is closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Debitoor.
Create an invoice in Debitoor for newly acquired deals in Teamwork CRM
Teamwork CRM + Debitoor
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Supported triggers and actions
Integrate Teamwork CRM and Debitoor 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
Recurring invoice created
Triggers when a new recurring invoice is created
Quote created
Triggers when a new quote is generated
Supplier created or updated
Triggers when a new supplier is created. Updates the details if it already exists.
Product created
Triggers when a new product is created
Customer created or updated
Triggers when a new customer is created. Updates the details if it already exists.
Delivery note created or updated
Triggers when a new delivery note is created. Updates the details if it already exists.
Invoice created
Triggers when a new invoice 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 product
Creates a new product
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create quote
Creates a new quote
Create supplier
Creates a new supplier
Create recurring invoice
Creates a new recurring invoice
Create delivery note
Creates a new delivery note
Convert quote to invoice
Converts the specified quote to draft invoice
Update product
Updates the details of an existing product
Update supplier
Updates the details of an existing supplier
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer using email address
Fetch product
Fetches the details of an existing product using SKU or reference
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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What is Debitoor?
Debitoor is invoicing and accounting software designed for freelancers and small businesses. It enables entrepreneurs to create, send, and manage invoices and quotes.
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