Integrate Teamwork CRM with Upflow
Send information between Teamwork CRM and Upflow automatically, without writing any code, using Zoho Flow.
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Create an invoice in Upflow for recently won deals in Teamwork CRM
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Upflow each time 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 Upflow.
Create an invoice in Upflow for recently won deals in Teamwork CRM
Teamwork CRM + Upflow
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Supported triggers and actions
Integrate Teamwork CRM and Upflow 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
Customer added
Triggers when a new customer is added
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice 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 customer contact
Creates a new customer contact
Create payment
Creates a payment entry
Create invoice
Creates a new invoice
Create customer
Creates a new customer
Update customer
Updates the details of an existing customer
What is Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
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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.
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