Integrate Teamwork CRM with FastBill
Send information between Teamwork CRM and FastBill automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in FastBill for every new deal created in your Teamwork CRM
Automate the generation of estimates for new deals in your sales CRM software to streamline sales and accounting processes. This flow will prepare an estimate in FastBill for a new deal created in your Teamwork CRM.
How it works
- The flow triggers when a new deal is created in Teamwork CRM.
- Zoho Flow creates a new estimate in FastBill.
Create an estimate in FastBill for every new deal created in your Teamwork CRM
Teamwork CRM + FastBill
Create an invoice in FastBill for the latest closed deals in Teamwork CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in FastBill 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 FastBill.
Create an invoice in FastBill for the latest closed deals in Teamwork CRM
Teamwork CRM + FastBill
Build your own integrations between Teamwork CRM and FastBill
Connect Teamwork CRM and FastBill 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 FastBill 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
Contact updated
Triggers when the details of an existing contact are updated
Time created
Triggers when a new time is created
Invoice created
Triggers when a new invoice is created
Product created
Triggers when a new product is created
Customer created
Triggers when a new customer is created
Estimate updated
Triggers when the details of an existing estimate are updated
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Project created
Triggers when a new project is created
Revenue created
Triggers when a new revenue is created
Customer updated
Triggers when the details of an existing customer are updated
Template created
Triggers when a new template is created
Contact created
Triggers when a new contact 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 contact
Creates a new contact
Send invoice
Sends a completed invoice through email
Create customer
Creates a new customer
Create project
Creates a new project
Create estimate
Creates a new estimate
Create time
Creates a new time
Invoice paid
Marks an invoice as paid
Create expense
Creates a new expense
Cancel invoice
Cancels an invoice
Create revenue
Creates a new revenue
Create recurring invoice
Creates a new recurring invoice
Create product
Creates a new product
Complete invoice
Completes an unfinished invoice
Create invoice
Creates a new invoice
Update time
Updates the details of an existing time
Update project
Update the details of an existing project
Update invoice
Updates the details of an existing invoice
Update customer
Updates the details of an existing customer
Update contact
Updates the details of an existing contact
Update product
Updates the details of an existing product
Update recurring invoice
Updates the details of an existing recurring invoice
Fetch contact
Fetches the details of an existing contact using ID
Fetch product
Fetches the details of an existing product using ID
Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
Fetch customer
Fetches the details of an existing customer using ID
Fetch estimate
Fetches the details of an existing estimate using ID
Fetch project
Fetches the details of an existing project using ID
Fetch invoice
Fetches the details of an existing invoice using ID
Fetch expense
Fetches the details of an existing expense using ID
Fetch revenue
Fetches the details of an existing revenue using ID
What is FastBill?
FastBill is an online accounting application for small businesses and entrepreneurs. It lets you create invoices and estimates, capture and archive receipts, analyze your financials, and hand over monthly reports to your accountant with just one click.
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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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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
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