Integrate Teamwork CRM with MYOB AccountRight Live
Send information between Teamwork CRM and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in MYOB AccountRight Live for newly acquired 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 MYOB AccountRight Live whenever a deal is closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in MYOB AccountRight Live.
Create an invoice in MYOB AccountRight Live for newly acquired deals in Teamwork CRM
Teamwork CRM + MYOB AccountRight Live
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Supported triggers and actions
Integrate Teamwork CRM and MYOB AccountRight Live 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
New bill
Triggers when a new bill is created
New customer
Triggers when a new customer is created
New employee
Triggers when a new employee is created
New supplier
Triggers when a new supplier is created
New item sale
Triggers when a new sale is recorded
New invoice
Triggers when a new invoice is generated
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 purchase item order
Creates a new purchase item order
Create sales order
Creates a new sales order
Create supplier
Creates a new supplier
Create item
Creates a new item in the inventory
Create customer
Triggers when a new customer is created
Create employee
Creates a new employee
Create timesheet entry
Creates a new timesheet entry for an employee
Create bill
Creates a bill for the specified supplier
Create invoice
Creates a new invoice
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Fetch item
Fetches the details of an existing item by UID
Fetch customer
Fetches the details of an existing customer
Fetch bill
Fetches a bill by type and ID
Fetch employee
Fetches an employee by display ID or email
Fetch invoice
Fetches an invoice by UID
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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What is MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
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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.
Learn more >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
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 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
