Integrate Teamwork CRM with Flowlu

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

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Create an invoice in Flowlu 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 an invoice in Flowlu whenever 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 Flowlu.
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Create an invoice in Flowlu for the latest closed deals in Teamwork CRM

Teamwork CRM + Flowlu

Build your own integrations between Teamwork CRM and Flowlu

Connect Teamwork CRM and Flowlu 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 Flowlu 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

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created

Account created

Triggers when a new account is created

Invoice paid

Triggers when an invoice payment is made

Sales opportunity created

Triggers when a new sales opportunity is created

Issue created

Triggers when a new issue 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 sales opportunity

Creates a new sales opportunity

Create task

Creates a new task

Create invoice

Creates a new invoice

Create project

Creates a new project

Create account

Creates a new account

Update task

Updates the details of an existing task

Update account

Updates the details of an existing account

Update project

Updates the details of an existing project

Update sales opportunity

Updates the details of an existing sales opportunity

Fetch project

Fetches the details of an existing project by project ID

Fetch account

Fetches the details of an existing account by account ID

Fetch task

Fetches the details of an existing task by task ID

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity 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 Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting CRM

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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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

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

Rahul Roushan

CEO, OpIndia

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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