Integrate Teamwork CRM with Wild Apricot
Send information between Teamwork CRM and Wild Apricot automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an invoice in Wild Apricot for newly closed deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Wild Apricot each time a deal is won in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Wild Apricot.
Generate an invoice in Wild Apricot for newly closed deals in Teamwork CRM
Teamwork CRM + Wild Apricot
Generate a new contact in Wild Apricot 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 will add a new contact in Wild Apricot whenever a new contact is added 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 Wild Apricot.
Generate a new contact in Wild Apricot each time a new contact is created in Teamwork CRM
Teamwork CRM + Wild Apricot
Build your own integrations between Teamwork CRM and Wild Apricot
Connect Teamwork CRM and Wild Apricot 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 Wild Apricot 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
Event created or updated
Triggers when an event is created or updated
Event registration created or updated
Triggers when an event registration is created or updated
Payment created or updated
Triggers when a payment is created or updated
Contact created or updated
Triggers when a contact is created or updated
Invoice created or updated
Triggers when an invoice is created or updated
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
Fetch event registration
Fetches the details of an existing event registration
Create event
Creates a new event
Create event registration
Creates a new event registration for an existing contact
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Update event registration
Updates the details of an existing event registration
Update event
Updates the details of an existing event
Update contact
Updates the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch event
Fetches the details of an existing event
Fetch contact
Fetches the details of an existing contact
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 Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, 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.
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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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
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 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
