Integrate Teamwork CRM with Billomat

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

Explore prebuilt integration flows to get started

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Create an estimate in Billomat for every new deal created in your Teamwork CRM

Automate the generation of estimates for new deals in your sales CRM software to streamline sales and accounting processes. This flow will create an estimate in your Billomat when a new deal is created in Teamwork CRM.

How it works
  1. The flow triggers when a new deal is created in Teamwork CRM.
  2. Zoho Flow creates a new estimate in Billomat.
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Create an estimate in Billomat for every new deal created in your Teamwork CRM

Teamwork CRM + Billomat

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Create an invoice in Billomat for newly acquired deals in Teamwork CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Billomat each time a deal is won 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 Billomat.
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Create an invoice in Billomat for newly acquired deals in Teamwork CRM

Teamwork CRM + Billomat

Build your own integrations between Teamwork CRM and Billomat

Connect Teamwork CRM and Billomat with over 700+ 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 Billomat using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Deal updated

Triggers when a deal is updated

Note created

Triggers when a new note is created

Company created

Triggers when a new company is created

Deal created

Triggers when a new deal is created

Contact updated

Triggers when a contact is updated

Company updated

Triggers when a company is updated

Invoice payment received

Triggers when a new invoice payment is received

Supplier created

Triggers when a new supplier is created

Client added

Triggers when a new client is created

Recurring invoice created

Triggers when a new recurring invoice is created

Purchase invoice payment received

Triggers when a new purchase invoice payment is received

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create deal

Creates a new deal

Create note

Creates a new note

Create contact

Creates a new contact

Create lost reason

Creates a new lost reason

Create product

Creates a new product

Fetch product

Fetches the details of an existing product

Fetch company

Fetches the details of an existing company

Fetch deal

Fetches the details of an existing deal

Fetch contact

Fetches the details of an existing contact

Create recurring invoice

Creates a new recurring invoice

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Fetch client

Fetches the details of an existing client

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 Billomat?

Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.

Accounting

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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