Integrate Teamgate with Wave
Send information between Teamgate and Wave automatically, without writing any code, using Zoho Flow.
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Create an invoice in Wave for newly acquired deals in Teamgate
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Wave each time a deal is won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice for the selected business in Wave.
Create an invoice in Wave for newly acquired deals in Teamgate
Teamgate + Wave
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Supported triggers and actions
Integrate Teamgate and Wave 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
Customer created
Triggers when a new customer is added to the selected business
Invoice created
Triggers when a new invoice is created for the selected business
Product created
Triggers when a new product is created for the selected business
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 product for the selected business
Send invoice
Sends the created invoice to the specified email address
Create customer
Creates a customer for the selected business
Create invoice
Creates a new invoice for the selected business
Fetch customer
Fetches the details of an existing customer
Fetch product
Fetches the details of an existing product
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.
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What is Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
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