Integrate Teamwork CRM with QuickBooks

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

Explore prebuilt integration flows to get started

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Create an estimate in your QuickBooks when a new deal is created in Teamwork CRM

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

Teamwork CRM + QuickBooks

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Create an invoice in QuickBooks for newly acquired deals in Teamwork CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in QuickBooks 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 QuickBooks.
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Create an invoice in QuickBooks for newly acquired deals in Teamwork CRM

Teamwork CRM + QuickBooks

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Set up a new deal in Teamwork CRM for every new order placed through QuickBooks

Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in Teamwork CRM for every new order created in QuickBooks.

How it works
  1. The flow triggers when a new purchase order is created in QuickBooks.
  2. Zoho Flow creates a new deal in Teamwork CRM.
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Set up a new deal in Teamwork CRM for every new order placed through QuickBooks

QuickBooks + Teamwork CRM

Build your own integrations between Teamwork CRM and QuickBooks

Connect Teamwork CRM and QuickBooks 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 QuickBooks 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

Customer updated

Triggers when any detail of an existing customer is updated

Invoice updated

Triggers when the details of an existing invoice are updated

Estimate updated

Triggers when an estimate is updated

Non-inventory item created

Triggers when a non-inventory item is created

Non-inventory item updated

Triggers when any detail of an existing non-inventory item is updated

Account created

Triggers when a new account is created

Sales receipt created

Triggers when a new sales receipt is created

Credit memo created

Triggers when a credit memo is created

Purchase order created

Triggers when a new purchase order is created

Payment received

Triggers when a payment is received

Account updated

Triggers when an account is updated

Vendor created

Triggers when a new vendor is created

Bill created

Triggers when a bill is created

Inventory item updated

Triggers when any detail of an existing inventory item is updated

Vendor updated

Triggers when the details of an existing vendor are updated

Estimate created

Triggers when a new estimate is created

Sales receipt updated

Triggers when the details of an existing sales receipt are updated

Service item created

Triggers when a new service item is created

Credit memo updated

Triggers when the details of an existing credit memo are updated

Invoice created

Triggers when a new invoice is created

Inventory item created

Triggers when an inventory item is created

Service item updated

Triggers when any detail of an existing service item is updated

Customer created

Triggers when a new customer is created

Deposit added

Triggers when a new deposit 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 deposit

Creates a new deposit

Create service item

Creates a new service item

Create credit memo

Creates a new credit memo

Create non-inventory item

Creates a new non-inventory item

Create estimate

Creates a new estimate

Create inventory item

Creates a new inventory item

Create payment record

Creates a new payment record

Create bill - Item based

Creates a new item-based bill

Create customer

Creates a new customer

Create account

Creates a new account

Create vendor

Creates a new vendor

Create invoice

Creates a new invoice

Create transfer

Creates a new transfer

Create bill - Account based

Creates a new account-based bill

Create sales receipt

Creates a new sales receipt

Update item status

Updates the status of the specified item

Update estimate

Updates the estimate by ID

Update account

Updates the details of an existing account using account ID

Update invoice

Updates the details of an invoice by ID

Update customer

Updates the details of an existing customer

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch payment method

Fetches a payment method based on its name

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch invoice

Fetches the details of an existing invoice by number

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch location

Fetches the details of an existing location by name

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch customer type

Fetches the details of a customer type by its name

Fetch sales term

Fetches the details of a sales term based on its name

Fetch item by SKU

Fetches the details of an existing item using SKU

Fetch account

Fetches an account by name

Send invoice

Sends an invoice to the specified email address

Fetch vendor by name

Fetches the details of an existing vendor by name

Send estimate

Sends an existing estimate

Fetch item

Fetches the details of an existing item by name

Fetch category

Fetches the details of an existing category by name

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 QuickBooks?

Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.

Accounting Popular

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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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. 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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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