Integrate Teamwork CRM with Billy
Send information between Teamwork CRM and Billy automatically, without writing any code, using Zoho Flow.
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Create an invoice in Billy 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 generate an invoice in Billy 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 Billy.
Create an invoice in Billy for the latest closed deals in Teamwork CRM
Teamwork CRM + Billy
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Supported triggers and actions
Integrate Teamwork CRM and Billy 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 created
Triggers when a new product is added
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Bill created
Triggers when a new bill is created
Transaction created
Triggers when a new transaction 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
Create invoice
Creates a new invoice
Create contact
Creates a new contact
Create product
Creates a new product
Create bill
Creates a new bill
Update product
Updates the details of an existing product
Update bill
Updates the details of an existing bill
Update contact
Updates the details of an existing contact
Update invoice
Updates the details of an existing invoice
Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
Fetch bill
Fetches the details of an existing bill using bill ID
Fetch product
Fetches the details of an existing product using product ID, name or number.
Fetch invoice
Fetches the details of an existing invoice using invoice ID
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 Billy?
Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.
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Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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