Integrate Teamwork CRM with Qoyod

Send information between Teamwork CRM and Qoyod automatically, without writing any code, using Zoho Flow.

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Create an invoice in Qoyod for recently won deals in Teamwork CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Qoyod 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 in Qoyod.
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Create an invoice in Qoyod for recently won deals in Teamwork CRM

Teamwork CRM + Qoyod

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Supported triggers and actions

Integrate Teamwork CRM and Qoyod 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

Bill added

Triggers when a new bill is added

Bill payment added

Triggers when a new bill payment is added

Customer added

Triggers when a new customer is added

Vendor added

Triggers when a new vendor is added

Product added

Triggers when a new product is added

Account added

Triggers when a new account is added

Purchase order added

Triggers when a new purchase order is added

Invoice added

Triggers when a new invoice is added

Invoice payment added

Triggers when a new invoice payment is added

Sales receipt added

Triggers when a new sales receipt 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 sales receipt

Creates a new sales receipt

Create purchase order

Creates a new purchase order

Create invoice payment

Creates a new invoice payment

Create inventory transfer

Creates a new inventory transfer

Create account

Creates a new account

Create vendor

Creates a new vendor

Create customer

Creates a new customer

Create bill

Creates a new bill

Create invoice

Creates a new invoice

Create product

Creates a new product

Create inventory adjustment

Creates a new inventory adjustment

Create bill payment

Creates a new bill payment

Fetch invoice payment by ID

Fetches the details of an invoice payment using ID

Fetch sales receipt by reference

Fetches the details of an existing sales receipt using reference number

Fetch purchase order by ID

Fetches the details of an existing purchase order using ID

Fetch vendor by ID

Fetches the details of an existing vendor using ID

Fetch bill by ID

Fetches the details of an existing bill using ID

Fetch product by SKU

Fetches the details of an existing product using SKU

Fetch bill payment by reference

Fetches the details of an existing bill payment using reference number

Fetch purchase order by reference

Fetches the details of an existing purchase order using reference number

Fetch invoice by reference

Fetches the details of an existing invoice using reference number

Fetch bill payment by ID

Fetches the details of an existing bill payment using ID

Fetch customer by email address

Fetches the details of an existing customer using email address

Fetch invoice by ID

Fetches the details of an existing invoice using ID

Fetch bill by reference

Fetches the details of an existing bill using reference number

Fetch invoice payment by reference

Fetches the details of an invoice payment using reference number

Fetch product by ID

Fetches the details of an existing product using ID

Fetch customer by ID

Fetches the details of an existing customer using ID

Fetch sales receipt by ID

Fetches the details of an existing sales receipt using ID

Fetch vendor by email address

Fetches the details of an existing vendor using email address

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 Qoyod?

Qoyod is an inventory management software application that lets you manage your orders. It also provides tools to manage your customers, bills, reports, and more.

Build comprehensive workflows using

Webhook triggers

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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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