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
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new invoice in Debitoor.
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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.

CRM

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.

Accounting

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