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Integrate Teamwork CRM with LessAccounting
Send information between Teamwork CRM and LessAccounting automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Generate an invoice in LessAccounting for newly closed deals in Teamwork CRM
Teamwork CRM + LessAccounting
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Build your own integrations between Teamwork CRM and LessAccounting
Connect Teamwork CRM and LessAccounting 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 LessAccounting 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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Business created
Triggers when you add a new business
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Payment created
Triggers when a new payment is created
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Invoice created
Triggers when a new invoice is added
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Expense created
Triggers when a new expense is added
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Contact created
Triggers when you add a new contact
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 contact
Adds a new contact
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Create expense
Adds a new expense
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Add line item
Adds a new line item in the specified proposal or invoice
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Create invoice
Adds a new invoice
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Update contact
Updates the details of an existing contact
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Fetch payment
Fetches the details of an existing payment
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Fetch invoice
Fetches the details of an existing invoice
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Fetch contact
Fetches the details of an existing contact
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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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