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Integrate Teamwork CRM with FreshBooks
Send information between Teamwork CRM and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Prepare an estimate in FreshBooks for new deals created in your Teamwork CRM
Generate estimates instantly when a deal is created in your sales CRM software, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in FreshBooks 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 FreshBooks.
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Prepare an estimate in FreshBooks for new deals created in your Teamwork CRM
Teamwork CRM + FreshBooks
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Create an invoice in FreshBooks for newly acquired deals in Teamwork CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in FreshBooks for every finalised deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in FreshBooks.
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Create an invoice in FreshBooks for newly acquired deals in Teamwork CRM
Teamwork CRM + FreshBooks
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Build your own integrations between Teamwork CRM and FreshBooks
Connect Teamwork CRM and FreshBooks 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 FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Company updated
Triggers when a company is updated
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Deal updated
Triggers when a deal is updated
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Contact created
Triggers when a new contact is created
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Company created
Triggers when a new company is created
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Note created
Triggers when a new note is created
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Contact updated
Triggers when a contact is updated
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Deal created
Triggers when a new deal is created
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Time entry added
Triggers when an new time entry is added
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Invoice created
Triggers when a new invoice is created
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Expense created
Triggers when a new expense is created
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Estimate created
Triggers when a new estimate is created
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Payment added
Triggers when a new payment is added
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Project created
Triggers when a new project is created
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Client created
Triggers when a new client is created
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create contact
Creates a new contact
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Create note
Creates a new note
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Create product
Creates a new product
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Create lost reason
Creates a new lost reason
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Create task
Creates a new task
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Create project
Creates a new project
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Create expense
Creates a new expense
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Create invoice
Creates a new invoice
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Create client
Creates a new client
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Create estimate
Creates a new estimate
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Update expense
Updates the details of an existing expense
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Update task
Updates the details of an existing task
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Update client
Updates the details of an existing client
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Update project
Updates the details of an existing project
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Update invoice
Updates the details of an existing invoice
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Update estimate
Updates the details of an existing estimate
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Fetch client - By ID
Fetches the details of an existing client by ID
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Fetch invoice
Fetches the details of an existing invoice by number
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Fetch estimate
Fetches the details of an existing estimate by number
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Fetch user
Fetches the details of an existing user by email address
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Fetch client - By email address
Fetches the details of an existing client by email address
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
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What is FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
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