Integrate Teamleader with Billomat
Send information between Teamleader and Billomat automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your Billomat when a new deal is created in Teamleader
Automate the generation of estimates for new deals in your project management software to streamline sales and accounting processes. This flow will automatically generate an estimate within your Billomat whenever a new deal is created in Teamleader.
How it works
- The flow triggers when a new deal is created in Teamleader.
- Zoho Flow creates a new estimate in Billomat.
Create an estimate in your Billomat when a new deal is created in Teamleader
Teamleader + Billomat
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Supported triggers and actions
Integrate Teamleader and Billomat using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Product created
Triggers when a new product is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Deal created
Triggers when a new deal is created
Invoice paid
Triggers when an invoice is paid
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
Client added
Triggers when a new client is created
Recurring invoice created
Triggers when a new recurring invoice is created
Purchase invoice payment received
Triggers when a new purchase invoice payment is received
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Invoice payment received
Triggers when a new invoice payment is received
Supplier created
Triggers when a new supplier is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Create task
Creates a new task
Create deal
Creates a new deal
Create project
Creates a new project
Create company
Creates a new company
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
Create recurring invoice
Creates a new recurring invoice
Create estimate
Creates a new estimate
Create invoice
Creates a new invoice
Fetch client
Fetches the details of an existing client
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
Similar apps
What is Billomat?
Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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