Integrate Teamwork CRM with Quaderno

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

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Generate an invoice in Quaderno for newly closed 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 Quaderno 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 Quaderno.
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Generate an invoice in Quaderno for newly closed deals in Teamwork CRM

Teamwork CRM + Quaderno

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Generate a new contact in Quaderno each time a new contact is created in Teamwork CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow create a new contact is in Quaderno each time a new contact is created in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow creates a new contact in Quaderno.
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Generate a new contact in Quaderno each time a new contact is created in Teamwork CRM

Teamwork CRM + Quaderno

Build your own integrations between Teamwork CRM and Quaderno

Connect Teamwork CRM and Quaderno with over 800+ 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 Quaderno 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

New contact

Triggers when a new contact is created

New invoice

Triggers when a new invoice is created

Abandoned checkout

Triggers when a checkout is abandoned

New refund

Triggers when a credit note is created

Successful checkout

Triggers when a checkout is successful

Failed checkout

Triggers when a checkout fails because of insufficient funds

New sale

Triggers when a new sales invoice or receipt is created

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 invoice

Creates a new invoice

Create invoice or receipt

Creates a sales invoice or receipt

Create contact

Creates a new contact

Create expense

Creates a new expense

Fetch invoice or receipt

Fetches an existing invoice or receipt by number

Fetch contact

Fetches an existing contact by email

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 Quaderno?

Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.

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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CEO, Lakeside CNC Group

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