Integrate Teamwork CRM with LessAccounting
Send information between Teamwork CRM and LessAccounting automatically, without writing any code, using Zoho Flow.
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Generate an invoice in LessAccounting for newly closed deals in Teamwork CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in LessAccounting for every finalised deal in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow adds a new invoice in LessAccounting.
Generate an invoice in LessAccounting for newly closed deals in Teamwork CRM
Teamwork CRM + LessAccounting
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Supported triggers and actions
Integrate Teamwork CRM and LessAccounting 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
Business created
Triggers when you add a new business
Payment created
Triggers when a new payment is created
Invoice created
Triggers when a new invoice is added
Expense created
Triggers when a new expense is added
Contact created
Triggers when you add a new contact
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
Adds a new contact
Create expense
Adds a new expense
Add line item
Adds a new line item in the specified proposal or invoice
Create invoice
Adds a new invoice
Update contact
Updates the details of an existing contact
Fetch payment
Fetches the details of an existing payment
Fetch invoice
Fetches the details of an existing invoice
Fetch contact
Fetches the details of an existing contact
Fetch expense
Fetches the details of an existing expense
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 LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
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