Popular Zoho Invoice + TeamWave Workflows
Create Zoho Invoice order for new TeamWave deal
When you create a deal in TeamWave, it will automatically create an order in Zoho Invoice. This integration makes it easy to keep track of your business sales and expenses. Keep your finances organized and streamlined with TeamWave and Zoho Invoice.
Create Zoho Invoice contact for new TeamWave person
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this TeamWave - Zoho Invoice integration, anytime a new TeamWave person is created, an Zoho Invoice contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
When Person is created in TeamWave > Check condition > Create contact in Zoho Invoice
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Zoho Invoice is an easy to use and highly customizable invoice software for small businesses. It's mobile friendly, has payment reminders and recurring billing features.
See Zoho Invoice IntegrationsTeamWave is a unified platform that allows you to manage your projects, sales and customer relations (CRM) and human resource efficiently. It's packed with features like project management, automation, time tracking and reporting.
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