Integrate Teamwork CRM with Bexio

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

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Add new Teamwork CRM contacts to Bexio

Automatically add new contacts from your CRM to your accounting app. This flow adds new contacts in Teamwork CRM as a person in Bexio.

How it works
1) A new contact is added to Teamwork CRM.
2) Zoho Flow adds the contact to Bexio.
Use this flow
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Add new Teamwork CRM contacts to Bexio

Teamwork CRM + Bexio

Build your own integrations between Teamwork CRM and Bexio

Connect Teamwork CRM and Bexio with over 900+ 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 Bexio using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact updated

Triggers when a contact is updated

Deal created

Triggers when a new deal is created

Company updated

Triggers when a company is updated

Deal updated

Triggers when a deal is updated

Contact created

Triggers when a new contact is created

Company created

Triggers when a new company is created

Note created

Triggers when a new note is created

Company created or updated

Triggers when a company is added or updated

Quote created or updated

Triggers when a quote or offer is created or an existing quote is updated

Person added or updated

Triggers when a person is added or updated

Sales invoice created or updated

Triggers when a sales invoice is created or updated with the selected status

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Create note

Creates a new note

Create product

Creates a new product

Create lost reason

Creates a new lost reason

Create deal

Creates a new deal

Create company

Creates a new company

Fetch company

Fetches the details of an existing company

Fetch product

Fetches the details of an existing product

Fetch contact

Fetches the details of an existing contact

Fetch deal

Fetches the details of an existing deal

Find product

Finds the details of an existing product by name

Update company

Updates the details of the specified company

Find person

Finds the details of the specified person

Create company

Creates a new company

Find country

Find the details of the specified country

Update person

Updates the details of the specified person

Find company

Finds the details of the specified company

Create contact relation

Links a sub contact to a parent contact

Create person

Creates a new person

Find salutation title

Find the details of an existing salutation title

Find user

Find the details of the specified user by email or user ID

Find project

Finds the details of an existing project

Find language

Finds the details of an existing language

Find salutation form

Find the details of an existing salutation form

Find currency

Finds a currency by name or 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 Bexio?

Bexio is a cloud based accounting solution that provides automated book keeping, invoicing, time tracking, inventory management and more.

Accounting CRM Dashboard

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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