

Integrate Teamwork CRM with Saasu
Send information between Teamwork CRM and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for the latest closed deals in Teamwork CRM
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Saasu 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 with item layout and inventory items in Saasu.


Create an invoice in Saasu for the latest closed deals in Teamwork CRM
Teamwork CRM + Saasu

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Supported triggers and actions
Integrate Teamwork CRM and Saasu 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

New activity
Triggers when a new activity is created

New contact
Triggers when a new contact is created

New item
Triggers when a new item is created

New invoice
Triggers when a new invoice is created

New purchase order
Triggers when a new purchase order is created

New company
Triggers when a new company is created

Contact updated
Triggers when the details of an existing contact are updated
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 inventory adjustment
Creates a new inventory adjustmemt

Create item
Creates a new item

Create account
Creates a new account

Create service invoice
Creates a new invoice with service layout

Create contact
Creates a new contact

Create company
Creates a new company

Create item invoice
Creates a new invoice with item layout and inventory items

Create activity
Creates a new activity

Create journal
Creates a new journal

Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name

Update contact
Updates details of the selected contact

Update company
Updates the details of an existing company

Fetch contact
Fetches details of the selected contact

Update account
Updates the details of an existing account

Update activity
Updates the details of an existing activity

Update inventory adjustment
Updates the details of an existing inventory adjustment

Update journal
Updates the details of an existing journal

Fetch Invoice
Fetches details of the selected invoice

Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
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