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
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new invoice for the selected business in Wave.
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Generate an invoice in Wave for newly closed deals in Teamwork CRM

Teamwork CRM + Wave

Build your own integrations between Teamwork CRM and 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.

CRM

What is Wave?

Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.

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.

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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

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

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

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