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Integrate Teamwork CRM with Billy
Send information between Teamwork CRM and Billy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Create an invoice in Billy for the latest closed deals in Teamwork CRM
Teamwork CRM + Billy
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Build your own integrations between Teamwork CRM and Billy
Connect Teamwork CRM and Billy 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 Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company updated
Triggers when a company is updated
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Deal updated
Triggers when a deal is updated
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Contact created
Triggers when a new contact is created
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Company created
Triggers when a new company is created
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Note created
Triggers when a new note is created
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Contact updated
Triggers when a contact is updated
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Deal created
Triggers when a new deal is created
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Product created
Triggers when a new product is added
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Contact created
Triggers when a new contact is created
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Invoice created
Triggers when a new invoice is created
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Bill created
Triggers when a new bill is created
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Transaction created
Triggers when a new transaction is created
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create product
Creates a new product
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Create lost reason
Creates a new lost reason
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Create invoice
Creates a new invoice
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Create contact
Creates a new contact
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Create product
Creates a new product
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Create bill
Creates a new bill
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Update product
Updates the details of an existing product
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Update bill
Updates the details of an existing bill
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Update contact
Updates the details of an existing contact
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Update invoice
Updates the details of an existing invoice
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Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
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Fetch bill
Fetches the details of an existing bill using bill ID
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Fetch product
Fetches the details of an existing product using product ID, name or number.
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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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