Integrate Teamgate with Freee
Send information between Teamgate and Freee automatically, without writing any code, using Zoho Flow.
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Create an invoice in Freee for the latest closed deals in Teamgate
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate an invoice in Freee whenever 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 for the selected company in Freee.
Create an invoice in Freee for the latest closed deals in Teamgate
Teamgate + Freee
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Supported triggers and actions
Integrate Teamgate and Freee 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
Transaction added
Triggers when a new transaction is added for the selected company
Item added
Triggers when a new item is added under the selected company
Invoice added
Triggers when a new invoice is added for the selected company
Partner added
Triggers when a new partner 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 transaction
Creates a new transaction for the selected company
Create item
Creates a new item under the selected company
Create partner
Creates a new partner for the selected company
Create invoice
Creates a new invoice for the selected company
Update partner
Updates the details of an existing partner
Fetch supplier by name
Fetches the details of an existing supplier by name
Fetch tax by code
Fetches the details of a tax by code
Fetch tag by ID
Fetches a tag by ID
Fetch company by ID
Fetches the details of an existing company by ID
Fetch tag by name
Fetches a tag by name
Fetch walletable account by ID
Fetches the details of a walletable account by ID
Fetch department by ID
Fetches the details of an existing department by ID
Fetch supplier by ID
Fetches the details of an existing supplier by ID
Fetch account item by ID
Fetches the details of an existing account item by ID
Fetch account item by name
Fetches the details of an existing account item by name
Fetch item by ID
Fetches the details of an existing item by ID
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 Freee?
Freee is a cloud-based accounting and HR software that simplifies key tasks such as accounting, settlement, management analysis, and departmental income and expenditure management.
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