Integrate Teamwork CRM with Alegra
Send information between Teamwork CRM and Alegra automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in Alegra for every new deal created in your Teamwork CRM
Generate estimates instantly when a deal is created in your sales CRM software, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your Alegra whenever a new deal is created in Teamwork CRM.
How it works
- The flow triggers when a new deal is created in Teamwork CRM.
- Zoho Flow creates a new estimate in Alegra.
Create an estimate in Alegra for every new deal created in your Teamwork CRM
Teamwork CRM + Alegra
Generate an invoice in Alegra for newly closed deals in Teamwork CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will prepare a new invoice in Alegra 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 Alegra.
Generate an invoice in Alegra for newly closed deals in Teamwork CRM
Teamwork CRM + Alegra
Build your own integrations between Teamwork CRM and Alegra
Connect Teamwork CRM and Alegra with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Teamwork CRM and Alegra using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Product or service created
Triggers when a new product or service is created
Payment recorded
Triggers when a new payment is recorded
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Estimate created
Triggers when a new estimate is created
All Actions - Actions are the automated tasks
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
Send estimate
Sends an estimate through email
Create estimate
Creates a new estimate
Create item
Creates a new item
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Fetch contact
Fetches the details of an existing contact
Send invoice
Sends an invoice through email
Fetch item
Fetches the details of an existing item
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 Alegra?
Alegra is a billing, administration, and accounting system. You can create recurring invoices, instantly record payments, and view the inventory status in real time.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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.
Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
