Integrate Billbee with Teamwork CRM
Send information between Billbee and Teamwork CRM automatically, without writing any code, using Zoho Flow.
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Create a new deal in Teamwork CRM for every new order created in Billbee
Enable sales reps to view new orders through the creation of deals in your sales CRM software instantly. This flow will create a new deal in Teamwork CRM for every new order created in Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new deal in Teamwork CRM.
Create a new deal in Teamwork CRM for every new order created in Billbee
Billbee + Teamwork CRM
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Supported triggers and actions
Integrate Billbee and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Customer created
Triggers when a new customer is created
Invoice created
Triggers when a new invoice is created
Shipment created
Triggers when an order is shipped
Product created
Triggers when a new prodcut is created
Order created
Triggers when a new order is created
Company updated
Triggers when a company is updated
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create invoice
Creates an invoice for an existing order
Create order
Creates a new order
Create product
Creates a new product
Create customer
Creates a new customer
Update order status
Updates the status of an existing order
Update customer
Updates the details of an existing customer
Fetch order
Fetches the details of an existing order using query
Fetch customer
Fetches the details of an existing customer by customer number
Create deal
Creates a new deal
Create company
Creates a new company
Create contact
Creates a new contact
Create note
Creates a new note
Create product
Creates a new product
Create lost reason
Creates a new lost reason
What is Billbee?
Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.
Similar apps
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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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
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