Integrate Teamwork CRM with Quaderno
Send information between Teamwork CRM and Quaderno automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an invoice in Quaderno for newly closed deals in Teamwork CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in Quaderno for every finalised deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Quaderno.
Generate an invoice in Quaderno for newly closed deals in Teamwork CRM
Teamwork CRM + Quaderno
Generate a new contact in Quaderno each time a new contact is created in Teamwork CRM
Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Quaderno each time a new contact is created in Teamwork CRM.
How it works
- The flow triggers when a new contact is created in Teamwork CRM.
- Zoho Flow creates a new contact in Quaderno.
Generate a new contact in Quaderno each time a new contact is created in Teamwork CRM
Teamwork CRM + Quaderno
Build your own integrations between Teamwork CRM and Quaderno
Connect Teamwork CRM and Quaderno 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 Quaderno 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 refund
Triggers when a credit note is created
Successful checkout
Triggers when a checkout is successful
New invoice
Triggers when a new invoice is created
Abandoned checkout
Triggers when a checkout is abandoned
New contact
Triggers when a new contact is created
Failed checkout
Triggers when a checkout fails because of insufficient funds
New sale
Triggers when a new sales invoice or receipt 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 expense
Creates a new expense
Create invoice
Creates a new invoice
Create invoice or receipt
Creates a sales invoice or receipt
Create contact
Creates a new contact
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
Fetch contact
Fetches an existing contact by email
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 Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
Similar apps
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
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
