Integrate SlimPay with Teamwork CRM
Send information between SlimPay and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
A new deal in Teamwork CRM whenever a new order is created in SlimPay
Enable sales reps to view new orders through the creation of deals in your sales CRM software instantly. This flow will create a new deal in Teamwork CRM for every new order created in SlimPay.
How it works
- The flow triggers when a new order is created in SlimPay.
- Zoho Flow creates a new deal in Teamwork CRM.
A new deal in Teamwork CRM whenever a new order is created in SlimPay
SlimPay + Teamwork CRM
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Supported triggers and actions
Integrate SlimPay and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment created
Triggers when a new payment is created
Order created
Triggers when a new order is created
Deal created
Triggers when a new deal is created
Contact updated
Triggers when a contact is updated
Note created
Triggers when a new note is created
Company created
Triggers when a new company is created
Contact created
Triggers when a new contact is created
Deal updated
Triggers when a deal is updated
Company updated
Triggers when a company is updated
All Actions - Actions are the automated tasks
Create order
Creates a new order
Update order
Updates the details of an existing order
Create contact
Creates a new contact
Create lost reason
Creates a new lost reason
Create note
Creates a new note
Create deal
Creates a new deal
Create company
Creates a new company
Create product
Creates a new product
What is SlimPay?
SlimPay is a payment processing solution that enables businesses to accept card and direct debit payments. It supports both BACS Direct Debit for UK-based customers and SEPA for EU-based customers.
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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