Integrate QuickBooks with Teamwork CRM
Send information between QuickBooks and Teamwork CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your QuickBooks when a new deal is created in Teamwork CRM
Effortlessly create accurate estimates in your accounting software every time, without any manual input. This flow will prepare an estimate in QuickBooks for a new deal created in your Teamwork CRM.
How it works
- The flow triggers when a new deal is created in Teamwork CRM.
- Zoho Flow creates a new estimate in QuickBooks.
Create an estimate in your QuickBooks when a new deal is created in Teamwork CRM
Teamwork CRM + QuickBooks
Create an invoice in QuickBooks for newly acquired deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in QuickBooks whenever a deal is closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in QuickBooks.
Create an invoice in QuickBooks for newly acquired deals in Teamwork CRM
Teamwork CRM + QuickBooks
Set up a new deal in Teamwork CRM for every new order placed through QuickBooks
Track new orders by creating deals and monitor their progress through predefined stages. This flow will create a new deal in Teamwork CRM for every new order created in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Teamwork CRM.
Set up a new deal in Teamwork CRM for every new order placed through QuickBooks
QuickBooks + Teamwork CRM
Build your own integrations between QuickBooks and Teamwork CRM
Connect QuickBooks and Teamwork CRM 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 QuickBooks and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Service item updated
Triggers when any detail of an existing service item is updated
Customer created
Triggers when a new customer is created
Service item created
Triggers when a new service item is created
Deposit added
Triggers when a new deposit is added
Purchase order created
Triggers when a new purchase order is created
Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
Account created
Triggers when a new account is created
Invoice updated
Triggers when the details of an existing invoice are updated
Bill created
Triggers when a bill is created
Customer updated
Triggers when any detail of an existing customer is updated
Payment received
Triggers when a payment is received
Account updated
Triggers when an account is updated
Invoice created
Triggers when a new invoice is created
Credit memo created
Triggers when a credit memo is created
Non-inventory item created
Triggers when a non-inventory item is created
Credit memo updated
Triggers when the details of an existing credit memo are updated
Sales receipt updated
Triggers when the details of an existing sales receipt are updated
Vendor updated
Triggers when the details of an existing vendor are updated
Estimate created
Triggers when a new estimate is created
Inventory item updated
Triggers when any detail of an existing inventory item is updated
Inventory item created
Triggers when an inventory item is created
Vendor created
Triggers when a new vendor is created
Estimate updated
Triggers when an estimate is updated
Sales receipt created
Triggers when a new sales receipt 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 sales receipt
Creates a new sales receipt
Create credit memo
Creates a new credit memo
Create transfer
Creates a new transfer
Create estimate
Creates a new estimate
Create account
Creates a new account
Create invoice
Creates a new invoice
Create vendor
Creates a new vendor
Create bill - Account based
Creates a new account-based bill
Create inventory item
Creates a new inventory item
Create deposit
Creates a new deposit
Create bill - Item based
Creates a new item-based bill
Create payment record
Creates a new payment record
Create non-inventory item
Creates a new non-inventory item
Create customer
Creates a new customer
Create service item
Creates a new service item
Update estimate
Updates the estimate by ID
Update account
Updates the details of an existing account using account ID
Update invoice
Updates the details of an invoice by ID
Update customer
Updates the details of an existing customer
Update item status
Updates the status of the specified item
Fetch item by SKU
Fetches the details of an existing item using SKU
Fetch deposit
Fetches the details of an existing deposit by its ID
Fetch sales term
Fetches the details of a sales term based on its name
Send estimate
Sends an existing estimate
Fetch transfer
Fetches the details of a transfer based on its ID
Fetch payment method
Fetches a payment method based on its name
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch customer by name or email
Fetches the details of an existing customer by name or email address
Fetch account
Fetches an account by name
Fetch customer type
Fetches the details of a customer type by its name
Fetch vendor by name
Fetches the details of an existing vendor by name
Send invoice
Sends an invoice to the specified email address
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice
Fetches the details of an existing invoice by number
Send sales receipt
Sends an existing sales receipt to the specified email address
Fetch location
Fetches the details of an existing location by name
Fetch category
Fetches the details of an existing category by name
Fetch item
Fetches the details of an existing item by name
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 QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! 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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
