![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Integrate Teamwork CRM with InvoiceXpress
Send information between Teamwork CRM and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create an estimate in your InvoiceXpress when a new deal is created in Teamwork CRM
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will prepare an estimate in InvoiceXpress 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 quote, proforma or fees note. in InvoiceXpress.
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create an estimate in your InvoiceXpress when a new deal is created in Teamwork CRM
Teamwork CRM + InvoiceXpress
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create an invoice in InvoiceXpress for newly acquired deals in Teamwork CRM
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will create a fresh invoice in InvoiceXpress 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, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create an invoice in InvoiceXpress for newly acquired deals in Teamwork CRM
Teamwork CRM + InvoiceXpress
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Teamwork CRM and InvoiceXpress
Connect Teamwork CRM and InvoiceXpress 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 InvoiceXpress using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Contact created
Triggers when a new contact is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Deal updated
Triggers when a deal is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Note created
Triggers when a new note is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Company created
Triggers when a new company is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Deal created
Triggers when a new deal is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Contact updated
Triggers when a contact is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Company updated
Triggers when a company is updated
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Client added
Triggers when a new client is added
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Estimate created
Triggers when a new estimate is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Invoice created
Triggers when a new invoice is created
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Item added
Triggers when a new item is added
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Purchase order added
Triggers when a new purchase order is added
All Actions - Actions are the automated tasks
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create company
Creates a new company
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create deal
Creates a new deal
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create note
Creates a new note
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create contact
Creates a new contact
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create lost reason
Creates a new lost reason
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Create product
Creates a new product
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Fetch product
Fetches the details of an existing product
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Fetch company
Fetches the details of an existing company
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Fetch deal
Fetches the details of an existing deal
![](https://flow-jp-public.nimbuspop.com/flow-apps/teamwork_crm.png)
Fetch contact
Fetches the details of an existing contact
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create client
Creates a new client
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create item
Creates a new item
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create estimate
Creates a new quote, proforma or fees note.
![](https://flow-jp-public.nimbuspop.com/flow-apps/invoicexpress.png)
Create purchase order
Creates a new purchase order
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 InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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
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Write simple scripting functions to format data, call web APIs, send emails, and more.
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