Integrate sevDesk with TeamGrid

Send information between sevDesk and TeamGrid automatically, without writing any code, using Zoho Flow.

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Create a task in TeamGrid each time a new order is made in sevDesk

Prevent new orders from being forgotten or delayed by creating tasks. This flow will create a new task in TeamGrid when a order is created in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a new task in TeamGrid.
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Create a task in TeamGrid each time a new order is made in sevDesk

sevDesk + TeamGrid

Build your own integrations between sevDesk and TeamGrid

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Supported triggers and actions

Integrate sevDesk and TeamGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact added

Triggers when a new contact (person /company ) is added

Task created

Triggers when a new task is created

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

Task completed

Triggers when task is completed

Task created

Triggers when a task is created

Project created

Triggers when a new project is created

Project completed

Triggers when a project is completed

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice

Create contact

Creates a new contact

Create task

Creates a new task

Create contact address

Creates a new contact address

Create order

Creates a new order

Create voucher

Creates a new voucher

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch category by ID

Fetches the details of an existing category by ID

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch country by name

Fetches a country by name

Fetch country by ID

Fetches a country by ID

Complete project

Completes an existing project

Create project

Creates a new project

Create task

Creates a new task

Complete task

Completes an existing task

What is sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

What is TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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.

Learn more >

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

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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