Integrate FreshBooks with Teamwork CRM
Send information between FreshBooks and Teamwork CRM automatically, without writing any code, using Zoho Flow.
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Prepare an estimate in FreshBooks for new deals created in your Teamwork CRM
Generate estimates instantly when a deal is created in your sales CRM software, fostering efficiency in your sales and accounting processes. This flow will prepare an estimate in FreshBooks 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 FreshBooks.
Prepare an estimate in FreshBooks for new deals created in your Teamwork CRM
Teamwork CRM + FreshBooks
Create an invoice in FreshBooks 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 FreshBooks 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 in FreshBooks.
Create an invoice in FreshBooks for newly acquired deals in Teamwork CRM
Teamwork CRM + FreshBooks
Build your own integrations between FreshBooks and Teamwork CRM
Connect FreshBooks and Teamwork CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate FreshBooks and Teamwork CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Client created
Triggers when a new client is created
Time entry added
Triggers when an new time entry is added
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Payment added
Triggers when a new payment is added
Contact updated
Triggers when a contact is updated
Deal created
Triggers when a new deal is created
Company created
Triggers when a new company is created
Note created
Triggers when a new note is created
Deal updated
Triggers when a deal is updated
Contact created
Triggers when a new contact is created
Company updated
Triggers when a company is updated
All Actions - Actions are the automated tasks
Create expense
Creates a new expense
Create task
Creates a new task
Create client
Creates a new client
Create invoice
Creates a new invoice
Create project
Creates a new project
Create estimate
Creates a new estimate
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Update task
Updates the details of an existing task
Update client
Updates the details of an existing client
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch invoice
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing estimate by number
Fetch client - By email address
Fetches the details of an existing client by email address
Fetch user
Fetches the details of an existing user by email address
Create lost reason
Creates a new lost reason
Create deal
Creates a new deal
Create note
Creates a new note
Create product
Creates a new product
Create company
Creates a new company
Create contact
Creates a new contact
What is FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
Similar apps
What is Teamwork CRM?
Teamwork CRM is a sales CRM software tool that lets you manage sales pipelines, processes and generate reports.
Similar apps
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
