Integrate Teamwork CRM with Invoice Ninja

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

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Generate an invoice in Invoice Ninja for newly closed deals in Teamwork CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Invoice Ninja for every finalised deal 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 Invoice Ninja.
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Generate an invoice in Invoice Ninja for newly closed deals in Teamwork CRM

Teamwork CRM + Invoice Ninja

Build your own integrations between Teamwork CRM and Invoice Ninja

Connect Teamwork CRM and Invoice Ninja 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 Invoice Ninja 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

Invoice added

Trigger when a new invoice is added

Payment added

Trigger when a new payment is added

Client added

Trigger when a new client is added

Quote added

Trigger when a new quote is added

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

Send invoice

Sends an existing invoice to a client via email

Create task

Creates a new task

Create expense

Creates a new expense

Create client

Creates a new client

Create invoice

Creates a new invoice

Create payment

Creates a new payment

Create product

Creates a new product

Fetch client by name

Fetches the details of an existing client record by name

Fetch invoice by ID

Fetches the details of an existing invoice by ID

Fetch client by ID

Fetches the details of an existing client record by ID

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch expense category by name

Fetches an existing expense category by name

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch expense category by ID

Fetches an existing expense category by ID

Fetch product by key

Fetches the details of an existing product by key

Fetch vendor by ID

Fetches the details of an existing vendor by ID

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 Invoice Ninja?

Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.

Proposals & Invoices

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.

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

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CEO, OpIndia

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

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