Integrate Teamwork CRM with Upflow
Send information between Teamwork CRM and Upflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Upflow for recently won deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Upflow each time 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 Upflow.
Create an invoice in Upflow for recently won deals in Teamwork CRM
Teamwork CRM + Upflow
Build your own integrations between Teamwork CRM and Upflow
Connect Teamwork CRM and Upflow 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 Upflow 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
Payment created
Triggers when a new payment is created
Customer added
Triggers when a new customer is added
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 payment
Creates a payment entry
Create customer contact
Creates a new customer contact
Create invoice
Creates a new invoice
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
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 Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Endless integrations. End to manual work.
SIGN UP TODAYChoose the app
×No App Found
