Integrate Teamwork CRM with LessAccounting

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

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Generate an invoice in LessAccounting for newly closed deals in Teamwork CRM

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in LessAccounting for every finalised deal in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow adds a new invoice in LessAccounting.
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Generate an invoice in LessAccounting for newly closed deals in Teamwork CRM

Teamwork CRM + LessAccounting

Build your own integrations between Teamwork CRM and LessAccounting

Connect Teamwork CRM and LessAccounting 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 LessAccounting 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

Payment created

Triggers when a new payment is created

Business created

Triggers when you add a new business

Invoice created

Triggers when a new invoice is added

Contact created

Triggers when you add a new contact

Expense created

Triggers when a new expense 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 expense

Adds a new expense

Create invoice

Adds a new invoice

Create contact

Adds a new contact

Add line item

Adds a new line item in the specified proposal or invoice

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch expense

Fetches the details of an existing expense

Fetch payment

Fetches the details of an existing payment

Fetch invoice

Fetches the details of an existing invoice

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 LessAccounting?

LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.

Accounting

Build comprehensive workflows using

Webhook triggers

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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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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