Integrate Teamwork CRM with FreeAgent

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

Explore prebuilt integration flows to get started

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Generate an estimate within your FreeAgent automatically, When a new deal is created in Teamwork CRM

Effortlessly create accurate estimates in your online accounting software every time, without any manual input. This flow will create an estimate in your FreeAgent when a new deal is created in Teamwork CRM.

How it works
  1. The flow triggers when a new deal is created in Teamwork CRM.
  2. Zoho Flow creates a new estimate in FreeAgent.
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Generate an estimate within your FreeAgent automatically, When a new deal is created in Teamwork CRM

Teamwork CRM + FreeAgent

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Create an invoice in FreeAgent for the latest closed deals in Teamwork CRM

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in FreeAgent each time 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 adds a new item to an existing invoice in FreeAgent.
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Create an invoice in FreeAgent for the latest closed deals in Teamwork CRM

Teamwork CRM + FreeAgent

Build your own integrations between Teamwork CRM and FreeAgent

Connect Teamwork CRM and FreeAgent 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 FreeAgent 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

Bill created

Triggers when a new bill is created

User created

Triggers when a new user is created

Invoice created

Triggers when a new invoice is created in the selected project

Estimate created

Triggers when a new estimate is created in the selected project

Price list item created

Triggers when a new price list item is created

Project created

Triggers when a new project is created

Contact created

Triggers when a new contact is created

Project note added

Triggers when a new note is added for the selected project

Task created

Triggers when a new task is created

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 credit note

Creates a new credit note

Create contact

Creates a new contact

Create journal set

Creates a new journal set

Add note to project

Adds a note to the selected project

Add estimate item

Adds a new item to an existing estimate

Add invoice item

Adds a new item to an existing invoice

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Add note to contact

Adds a note to the selected contact

Create expenses

Creates a new expenses

Create task

Creates a new task in the selected project

Create project

Creates a new project

Create bill

Creates a new bill

Update contact

Updates details of the selected contact

Update estimate status

Updates the status of an existing estimate by ID

Update credit note status

Updates the status of an existing credit note using credit note ID

Update task

Updates the details of an existing task

Convert to credit note

Convert a draft negative invoice to a credit note

Email an invoice

Sends an existing invoice by invoice ID

Fetch invoice

Fetches details of the exisiting invoice by ID

Fetch contact

Fetches details of the selected contact

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 FreeAgent?

FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.

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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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