Integrate Teamwork CRM with Upflow
Send information between Teamwork CRM and Upflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Upflow for recently won deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Upflow each time 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 Upflow.
Create an invoice in Upflow for recently won deals in Teamwork CRM
Teamwork CRM + Upflow
Build your own integrations between Teamwork CRM and Upflow
Connect Teamwork CRM and Upflow 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 Upflow 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
Invoice created
Triggers when a new invoice is created
Customer added
Triggers when a new customer 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 payment
Creates a payment entry
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create customer contact
Creates a new customer contact
Update customer
Updates the details of an existing customer
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 Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
