Integrate Teamwork CRM with Wild Apricot

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

Explore prebuilt integration flows to get started

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Generate an invoice in Wild Apricot for newly closed deals in Teamwork CRM

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in Wild Apricot 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 Wild Apricot.
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Generate an invoice in Wild Apricot for newly closed deals in Teamwork CRM

Teamwork CRM + Wild Apricot

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Generate a new contact in Wild Apricot each time a new contact is created in Teamwork CRM

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will add a new contact in Wild Apricot whenever a new contact is added in Teamwork CRM.

How it works
  1. The flow triggers when a new contact is created in Teamwork CRM.
  2. Zoho Flow creates a new contact in Wild Apricot.
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Generate a new contact in Wild Apricot each time a new contact is created in Teamwork CRM

Teamwork CRM + Wild Apricot

Build your own integrations between Teamwork CRM and Wild Apricot

Connect Teamwork CRM and Wild Apricot with over 650+ 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 Wild Apricot 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

Event created or updated

Triggers when an event is created or updated

Invoice created or updated

Triggers when an invoice is created or updated

Contact created or updated

Triggers when a contact is created or updated

Payment created or updated

Triggers when a payment is created or updated

Event registration created or updated

Triggers when an event registration is created or 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 event

Creates a new event

Create event registration

Creates a new event registration for an existing contact

Create contact

Creates a new contact

Fetch event registration

Fetches the details of an existing event registration

Check-in or check-out event attendee

Marks an event attendee as checked-in or check-out

Create invoice

Creates a new invoice

Update event registration

Updates the details of an existing event registration

Update event

Updates the details of an existing event

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch event

Fetches the details of an existing event

Fetch invoice

Fetches the details of an existing invoice

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 Wild Apricot?

Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, 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

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 >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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