Integrate Teamwork CRM with Wave
Send information between Teamwork CRM and Wave automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Wave for newly closed deals in Teamwork CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Wave 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 for the selected business in Wave.
Generate an invoice in Wave for newly closed deals in Teamwork CRM
Teamwork CRM + Wave
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Supported triggers and actions
Integrate Teamwork CRM and Wave 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 created
Triggers when a new customer is added to the selected business
Invoice created
Triggers when a new invoice is created for the selected business
Product created
Triggers when a new product is created for the selected business
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 customer
Creates a customer for the selected business
Create product
Creates a product for the selected business
Create invoice
Creates a new invoice for the selected business
Fetch customer
Fetches the details of an existing customer
Fetch product
Fetches the details of an existing product
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 Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
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Webhook triggers
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Logic
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Custom functions
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
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
