Integrate Teamwork CRM with Billy

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

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Create an invoice in Billy for the latest closed 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 Billy 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 Billy.
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Create an invoice in Billy for the latest closed deals in Teamwork CRM

Teamwork CRM + Billy

Build your own integrations between Teamwork CRM and Billy

Connect Teamwork CRM and Billy with over 800+ 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 Billy using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

Transaction created

Triggers when a new transaction is created

Bill created

Triggers when a new bill is created

Product created

Triggers when a new product is added

All Actions - Actions are the automated tasks

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

Create invoice

Creates a new invoice

Create bill

Creates a new bill

Create product

Creates a new product

Create contact

Creates a new contact

Update product

Updates the details of an existing product

Update invoice

Updates the details of an existing invoice

Update contact

Updates the details of an existing contact

Update bill

Updates the details of an existing bill

Fetch contact

Fetches the details of an existing contact using contact ID, name, or email address.

Fetch invoice

Fetches the details of an existing invoice using invoice ID

Fetch product

Fetches the details of an existing product using product ID, name or number.

Fetch bill

Fetches the details of an existing bill using bill ID

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 Billy?

Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.

Accounting

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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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

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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