Integrate Teamwork CRM with sevDesk

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

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Create an invoice in sevDesk for the latest closed deals in Teamwork CRM

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in sevDesk each time a deal is closed 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 sevDesk.
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Create an invoice in sevDesk for the latest closed deals in Teamwork CRM

Teamwork CRM + sevDesk

Build your own integrations between Teamwork CRM and sevDesk

Connect Teamwork CRM and sevDesk 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 sevDesk 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 added

Triggers when a new contact (person /company ) is added

Task created

Triggers when a new task is created

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

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 contact

Creates a new contact

Create task

Creates a new task

Create contact address

Creates a new contact address

Create order

Creates a new order

Create voucher

Creates a new voucher

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch category by ID

Fetches the details of an existing category by ID

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch cost centre by name

Fetches the details of an existing cost centre by name

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch country by name

Fetches a country by name

Fetch country by ID

Fetches a country 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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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