Integrate Teamwork CRM with Wild Apricot

Send information between Teamwork CRM and Wild Apricot automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Generate an invoice in Wild Apricot for newly closed deals in Teamwork CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Wild Apricot each time a deal is won in Teamwork CRM.

How it works
  1. The flow triggers when a deal is updated in Teamwork CRM.
  2. Zoho Flow creates a new invoice in Wild Apricot.
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Generate an invoice in Wild Apricot for newly closed deals in Teamwork CRM

Teamwork CRM + Wild Apricot

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Generate a new contact in Wild Apricot each time a new contact is created in Teamwork CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Wild Apricot whenever a new contact is added in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow creates a new contact in Wild Apricot.
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Generate a new contact in Wild Apricot each time a new contact is created in Teamwork CRM

Teamwork CRM + Wild Apricot

Build your own integrations between Teamwork CRM and Wild Apricot

Connect Teamwork CRM and Wild Apricot 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 Wild Apricot 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

Event created or updated

Triggers when an event is created or updated

Event registration created or updated

Triggers when an event registration is created or updated

Invoice created or updated

Triggers when an invoice is created or updated

Payment created or updated

Triggers when a payment is created or updated

Contact created or updated

Triggers when a contact is created or updated

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 contact

Creates a new contact

Create event registration

Creates a new event registration for an existing contact

Check-in or check-out event attendee

Marks an event attendee as checked-in or check-out

Fetch event registration

Fetches the details of an existing event registration

Create event

Creates a new event

Create invoice

Creates a new invoice

Update contact

Updates the details of an existing contact

Update event

Updates the details of an existing event

Update event registration

Updates the details of an existing event registration

Fetch contact

Fetches the details of an existing contact

Fetch invoice

Fetches the details of an existing invoice

Fetch event

Fetches the details of an existing event

What is Teamwork CRM?

Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.

CRM

What is Wild Apricot?

Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.

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 >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. 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

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