Integrate Teamwork CRM with Flowlu
Send information between Teamwork CRM and Flowlu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Flowlu 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 an invoice in Flowlu 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 Flowlu.
Create an invoice in Flowlu for the latest closed deals in Teamwork CRM
Teamwork CRM + Flowlu
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Supported triggers and actions
Integrate Teamwork CRM and Flowlu 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
Account created
Triggers when a new account is created
Issue created
Triggers when a new issue is created
Sales opportunity created
Triggers when a new sales opportunity is created
Task created
Triggers when a new task is created
Project created
Triggers when a new project is created
Invoice paid
Triggers when an invoice payment is made
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 account
Creates a new account
Create task
Creates a new task
Create sales opportunity
Creates a new sales opportunity
Create project
Creates a new project
Create invoice
Creates a new invoice
Update sales opportunity
Updates the details of an existing sales opportunity
Update project
Updates the details of an existing project
Update account
Updates the details of an existing account
Update task
Updates the details of an existing task
Fetch account
Fetches the details of an existing account by account ID
Fetch project
Fetches the details of an existing project by project ID
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch task
Fetches the details of an existing task by task 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 Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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