Integrate SlimPay with Teamgate

Send information between SlimPay and Teamgate automatically, without writing any code, using Zoho Flow.

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Set up a new deal in Teamgate for every new order placed through SlimPay

Track new orders by creating deals and monitor their progress through predefined stages. This flow will set up a new deal in Teamgate for each new order placed in SlimPay.

How it works
  1. The flow triggers when a new order is created in SlimPay.
  2. Zoho Flow creates a new deal in Teamgate.
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Set up a new deal in Teamgate for every new order placed through SlimPay

SlimPay + Teamgate

Build your own integrations between SlimPay and Teamgate

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Supported triggers and actions

Integrate SlimPay and Teamgate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Payment created

Triggers when a new payment is created

Order created

Triggers when a new order is created

Lead unqualified

Triggers when a lead is unqualified

Company created

Triggers when a new company is created

Person created

Triggers when a new person is created

Deal won

Triggers when a deal is won

Lead converted to person

Triggers when a lead is converted to person

Deal lost

Triggers when a deal is lost

Lead created

Triggers when a new lead is created

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create order

Creates a new order

Update order

Updates the details of an existing order

Create deal

Creates a new deal

Create company

Creates a new company

Create lead

Creates a new lead

Create person

Creates a new person

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch lead

Fetches a lead using ID or name

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch comapny

Fetches a company using company name, code or email address.

What is SlimPay?

SlimPay is a payment processing solution that enables businesses to accept card and direct debit payments. It supports both BACS Direct Debit for UK-based customers and SEPA for EU-based customers.

Payment Processing

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

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

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