Integrate Teamwork CRM with MYOB AccountRight Live
Send information between Teamwork CRM and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.
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Create an invoice in MYOB AccountRight Live for newly acquired 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 MYOB AccountRight Live 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 MYOB AccountRight Live.
Create an invoice in MYOB AccountRight Live for newly acquired deals in Teamwork CRM
Teamwork CRM + MYOB AccountRight Live
Build your own integrations between Teamwork CRM and MYOB AccountRight Live
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Supported triggers and actions
Integrate Teamwork CRM and MYOB AccountRight Live 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
New employee
Triggers when a new employee is created
New invoice
Triggers when a new invoice is generated
New supplier
Triggers when a new supplier is created
New customer
Triggers when a new customer is created
New item sale
Triggers when a new sale is recorded
New bill
Triggers when a new bill 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 sales order
Creates a new sales order
Create purchase item order
Creates a new purchase item order
Create bill
Creates a bill for the specified supplier
Create supplier
Creates a new supplier
Create timesheet entry
Creates a new timesheet entry for an employee
Create customer
Triggers when a new customer is created
Create invoice
Creates a new invoice
Create employee
Creates a new employee
Create item
Creates a new item in the inventory
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Fetch item
Fetches the details of an existing item by UID
Fetch customer
Fetches the details of an existing customer
Fetch employee
Fetches an employee by display ID or email
Fetch invoice
Fetches an invoice by UID
Fetch bill
Fetches a bill by type and 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 MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
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Custom functions
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Learn more >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
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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.
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Director, Perth Security Services
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
