Integrate Teamwork CRM with Saasu
Send information between Teamwork CRM and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for the latest 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 Saasu 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 with item layout and inventory items in Saasu.
Create an invoice in Saasu for the latest closed deals in Teamwork CRM
Teamwork CRM + Saasu
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Supported triggers and actions
Integrate Teamwork CRM and Saasu 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
Contact updated
Triggers when the details of an existing contact are updated
New item
Triggers when a new item is created
New contact
Triggers when a new contact is created
New invoice
Triggers when a new invoice is created
New company
Triggers when a new company is created
New purchase order
Triggers when a new purchase order is created
New activity
Triggers when a new activity 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 contact
Creates a new contact
Create account
Creates a new account
Create item
Creates a new item
Create journal
Creates a new journal
Create inventory adjustment
Creates a new inventory adjustmemt
Create company
Creates a new company
Create service invoice
Creates a new invoice with service layout
Create activity
Creates a new activity
Create item invoice
Creates a new invoice with item layout and inventory items
Fetch contact
Fetches details of the selected contact
Update journal
Updates the details of an existing journal
Update activity
Updates the details of an existing activity
Update account
Updates the details of an existing account
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update inventory adjustment
Updates the details of an existing inventory adjustment
Update company
Updates the details of an existing company
Update contact
Updates details of the selected contact
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
What is Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
Similar apps
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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