Integrate Teamwork CRM with FastBill
Send information between Teamwork CRM and FastBill automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in FastBill 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 prepare an estimate in FastBill for a new deal created in your Teamwork CRM.
How it works
- The flow triggers when a new deal is created in Teamwork CRM.
- Zoho Flow creates a new estimate in FastBill.
Create an estimate in FastBill for every new deal created in your Teamwork CRM
Teamwork CRM + FastBill
Create an invoice in FastBill for the latest closed deals in Teamwork CRM
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in FastBill each time a deal is closed in Teamwork CRM.
How it works
- The flow triggers when a deal is updated in Teamwork CRM.
- Zoho Flow creates a new invoice in FastBill.
Create an invoice in FastBill for the latest closed deals in Teamwork CRM
Teamwork CRM + FastBill
Build your own integrations between Teamwork CRM and FastBill
Connect Teamwork CRM and FastBill 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 FastBill 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 created
Triggers when a new invoice is created
Time created
Triggers when a new time is created
Customer created
Triggers when a new customer is created
Product created
Triggers when a new product is created
Template created
Triggers when a new template is created
Contact updated
Triggers when the details of an existing contact are updated
Contact created
Triggers when a new contact is created
Customer updated
Triggers when the details of an existing customer are updated
Revenue created
Triggers when a new revenue is created
Expense created
Triggers when a new expense is created
Estimate updated
Triggers when the details of an existing estimate are updated
Project created
Triggers when a new project is created
Estimate created
Triggers when a new estimate 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 revenue
Creates a new revenue
Create expense
Creates a new expense
Create invoice
Creates a new invoice
Complete invoice
Completes an unfinished invoice
Create product
Creates a new product
Create project
Creates a new project
Invoice paid
Marks an invoice as paid
Create time
Creates a new time
Cancel invoice
Cancels an invoice
Create contact
Creates a new contact
Create customer
Creates a new customer
Send invoice
Sends a completed invoice through email
Create estimate
Creates a new estimate
Update contact
Updates the details of an existing contact
Update customer
Updates the details of an existing customer
Update time
Updates the details of an existing time
Update recurring invoice
Updates the details of an existing recurring invoice
Update invoice
Updates the details of an existing invoice
Update project
Update the details of an existing project
Update product
Updates the details of an existing product
Fetch expense
Fetches the details of an existing expense using ID
Fetch invoice
Fetches the details of an existing invoice using ID
Fetch revenue
Fetches the details of an existing revenue using ID
Fetch customer
Fetches the details of an existing customer using ID
Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
Fetch project
Fetches the details of an existing project using ID
Fetch estimate
Fetches the details of an existing estimate using ID
Fetch product
Fetches the details of an existing product using ID
Fetch contact
Fetches the details of an existing contact using ID
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 FastBill?
FastBill is an online accounting application for small businesses and entrepreneurs. It lets you create invoices and estimates, capture and archive receipts, analyze your financials, and hand over monthly reports to your accountant with just one click.
Similar apps
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
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
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
