Integrate Teamwork CRM with InvoiceXpress
Send information between Teamwork CRM and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your InvoiceXpress when a new deal is created in Teamwork CRM
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will prepare an estimate in InvoiceXpress for a new deal created in your Teamwork CRM.
How it works
- The flow triggers when a new deal is created in Teamwork CRM.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
Create an estimate in your InvoiceXpress when a new deal is created in Teamwork CRM
Teamwork CRM + InvoiceXpress
Create an invoice in InvoiceXpress for newly acquired deals in Teamwork CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in InvoiceXpress 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, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
Create an invoice in InvoiceXpress for newly acquired deals in Teamwork CRM
Teamwork CRM + InvoiceXpress
Build your own integrations between Teamwork CRM and InvoiceXpress
Connect Teamwork CRM and InvoiceXpress 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 InvoiceXpress 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
Purchase order added
Triggers when a new purchase order is added
Estimate created
Triggers when a new estimate is created
Invoice created
Triggers when a new invoice is created
Client added
Triggers when a new client is added
Item added
Triggers when a new item is added
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, simplified invoice, invoice receipt, credit note or debit note.
Create purchase order
Creates a new purchase order
Create estimate
Creates a new quote, proforma or fees note.
Create item
Creates a new item
Create client
Creates a new client
Fetch client by ID
Fetches the details of an existing client by id
Fetch client by code
Fetches the details of an existing client by code
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 InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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Logic
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Custom functions
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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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