Integrate Teamwork CRM with Freee
Send information between Teamwork CRM and Freee automatically, without writing any code, using Zoho Flow.
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Create an invoice in Freee for recently won deals in Teamwork CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in Freee for every finalised deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice for the selected company in Freee.
Create an invoice in Freee for recently won deals in Teamwork CRM
Teamwork CRM + Freee
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Supported triggers and actions
Integrate Teamwork CRM and Freee 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
Invoice added
Triggers when a new invoice is added for the selected company
Transaction added
Triggers when a new transaction is added for the selected company
Partner added
Triggers when a new partner is created
Item added
Triggers when a new item is added under the selected company
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 invoice
Creates a new invoice for the selected company
Create partner
Creates a new partner for the selected company
Create transaction
Creates a new transaction for the selected company
Create item
Creates a new item under the selected company
Update partner
Updates the details of an existing partner
Fetch account item by ID
Fetches the details of an existing account item by ID
Fetch supplier by ID
Fetches the details of an existing supplier by ID
Fetch tag by ID
Fetches a tag by ID
Fetch tax by code
Fetches the details of a tax by code
Fetch department by ID
Fetches the details of an existing department by ID
Fetch walletable account by ID
Fetches the details of a walletable account by ID
Fetch supplier by name
Fetches the details of an existing supplier by name
Fetch tag by name
Fetches a tag by name
Fetch company by ID
Fetches the details of an existing company by ID
Fetch item by ID
Fetches the details of an existing item by ID
Fetch account item by name
Fetches the details of an existing account item by name
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 Freee?
Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.
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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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