Integrate Teamwork CRM with Invoice Ninja
Send information between Teamwork CRM and Invoice Ninja automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an invoice in Invoice Ninja for newly closed deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Invoice Ninja for every finalised deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in Invoice Ninja.
Generate an invoice in Invoice Ninja for newly closed deals in Teamwork CRM
Teamwork CRM + Invoice Ninja
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Supported triggers and actions
Integrate Teamwork CRM and Invoice Ninja 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 added
Trigger when a new payment is added
Invoice added
Trigger when a new invoice is added
Quote added
Trigger when a new quote is added
Client added
Trigger when a new client is added
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create deal
Creates a new deal
Create lost reason
Creates a new lost reason
Create product
Creates a new product
Create note
Creates a new note
Create contact
Creates a new contact
Fetch product
Fetches the details of an existing product
Fetch company
Fetches the details of an existing company
Fetch deal
Fetches the details of an existing deal
Fetch contact
Fetches the details of an existing contact
Create client
Creates a new client
Create product
Creates a new product
Create payment
Creates a new payment
Send invoice
Sends an existing invoice to a client via email
Create expense
Creates a new expense
Create task
Creates a new task
Create invoice
Creates a new invoice
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch product by key
Fetches the details of an existing product by key
Fetch expense category by ID
Fetches an existing expense category by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch client by ID
Fetches the details of an existing client record by ID
Fetch client by name
Fetches the details of an existing client record by name
Fetch expense category by name
Fetches an existing expense 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.
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What is Invoice Ninja?
Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
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