Integrate Teamwork CRM with MYOB AccountRight Live

Send information between Teamwork CRM and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.

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Create an invoice in MYOB AccountRight Live 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 generate an invoice in MYOB AccountRight Live whenever a deal is closed in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new invoice in MYOB AccountRight Live.
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Create an invoice in MYOB AccountRight Live for newly acquired deals in Teamwork CRM

Teamwork CRM + MYOB AccountRight Live

Build your own integrations between Teamwork CRM and MYOB AccountRight Live

Connect Teamwork CRM and MYOB AccountRight Live 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 MYOB AccountRight Live 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

New invoice

Triggers when a new invoice is generated

New employee

Triggers when a new employee is created

New supplier

Triggers when a new supplier is created

New bill

Triggers when a new bill is created

New item sale

Triggers when a new sale is recorded

New customer

Triggers when a new customer 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 item

Creates a new item in the inventory

Create employee

Creates a new employee

Create customer

Creates a new customer

Create purchase item order

Creates a new purchase item order

Create sales order

Creates a new sales order

Create timesheet entry

Creates a new timesheet entry for an employee

Create supplier

Creates a new supplier

Create bill

Creates a bill for the specified supplier

Create invoice

Creates a new invoice

Update customer

Updates the details of an existing customer

Update item

Updates the details of an existing item

Fetch customer

Fetches the details of an existing customer

Fetch item

Fetches the details of an existing item by UID

Fetch employee

Fetches an employee by display ID or email

Fetch bill

Fetches a bill by type and ID

Fetch invoice

Fetches an invoice by UID

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

What is MYOB AccountRight Live?

MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.

Accounting CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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