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Integrate Teamwork CRM with Alegra
Send information between Teamwork CRM and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in Alegra for every new deal created in your Teamwork CRM
Generate estimates instantly when a deal is created in your sales CRM software, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your Alegra whenever a new deal is created in Teamwork CRM.
How it works
- The flow triggers when a new deal is created in Teamwork CRM.
- Zoho Flow creates a new estimate in Alegra.
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Create an estimate in Alegra for every new deal created in your Teamwork CRM
Teamwork CRM + Alegra
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Generate an invoice in Alegra for newly closed deals in Teamwork CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Alegra each time a deal is won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Alegra.
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Generate an invoice in Alegra for newly closed deals in Teamwork CRM
Teamwork CRM + Alegra
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Build your own integrations between Teamwork CRM and Alegra
Connect Teamwork CRM and Alegra with over 850+ 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 Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal created
Triggers when a new deal is created
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Contact updated
Triggers when a contact is updated
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Note created
Triggers when a new note is created
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Company created
Triggers when a new company is created
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Contact created
Triggers when a new contact is created
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Deal updated
Triggers when a deal is updated
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Company updated
Triggers when a company is updated
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Invoice created
Triggers when a new invoice is created
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Payment recorded
Triggers when a new payment is recorded
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Estimate created
Triggers when a new estimate is created
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Contact created
Triggers when a new contact is created
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Product or service created
Triggers when a new product or service is created
All Actions - Actions are the automated tasks
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Create contact
Creates a new contact
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Create lost reason
Creates a new lost reason
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Create note
Creates a new note
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create product
Creates a new product
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Create contact
Creates a new contact
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Send invoice
Sends an invoice through email
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Create invoice
Creates a new invoice
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Create estimate
Creates a new estimate
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Fetch contact
Fetches the details of an existing contact
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Send estimate
Sends an estimate through email
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Create item
Creates a new item
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Fetch item
Fetches the details of an existing item
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 Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
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