Integrate Teamwork CRM with Invoiced
Send information between Teamwork CRM and Invoiced automatically, without writing any code, using Zoho Flow.
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Create an invoice in Invoiced for the latest closed deals in Teamwork CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Invoiced 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 Invoiced.
Create an invoice in Invoiced for the latest closed deals in Teamwork CRM
Teamwork CRM + Invoiced
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Supported triggers and actions
Integrate Teamwork CRM and Invoiced 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
Invoice paid
Triggers when an invoice is paid in full
New invoice
Triggers when a new invoice is created
New subscription
Triggers when a new subscription is created
New customer
Triggers when a new customer is created
Subscription canceled
Triggers when a subscription is canceled
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 invoice
Creates a new invoice
Create customer
Creates a new customer
Fetch customer
Fetches an existing customer by the selected filter
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 Invoiced?
Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.
Similar apps
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Custom functions
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