Integrate Teamgate with Debitoor
Send information between Teamgate and Debitoor automatically, without writing any code, using Zoho Flow.
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Create an invoice in Debitoor for newly acquired deals in Teamgate
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Debitoor each time a deal is closed in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice in Debitoor.
Create an invoice in Debitoor for newly acquired deals in Teamgate
Teamgate + Debitoor
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Supported triggers and actions
Integrate Teamgate and Debitoor using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal lost
Triggers when a deal is lost
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal is created
Recurring invoice created
Triggers when a new recurring invoice is created
Quote created
Triggers when a new quote is generated
Supplier created or updated
Triggers when a new supplier is created. Updates the details if it already exists.
Product created
Triggers when a new product is created
Customer created or updated
Triggers when a new customer is created. Updates the details if it already exists.
Delivery note created or updated
Triggers when a new delivery note is created. Updates the details if it already exists.
Invoice created
Triggers when a new invoice is created
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch lead
Fetches a lead using ID or name
Create product
Creates a new product
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create quote
Creates a new quote
Create supplier
Creates a new supplier
Create recurring invoice
Creates a new recurring invoice
Create delivery note
Creates a new delivery note
Convert quote to invoice
Converts the specified quote to draft invoice
Update product
Updates the details of an existing product
Update supplier
Updates the details of an existing supplier
Update customer
Updates the details of an existing customer
Fetch customer
Fetches the details of an existing customer using email address
Fetch product
Fetches the details of an existing product using SKU or reference
What is Teamgate?
Teamgate is a web-based sales CRM solution designed to strengthen and simplify the entire sales process - from lead prospecting to sales closure.
Similar apps
What is Debitoor?
Debitoor is invoicing and accounting software designed for freelancers and small businesses. It enables entrepreneurs to create, send, and manage invoices and quotes.
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