Integrate Teamgate with Billomat

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

Explore prebuilt integration flows to get started

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Prepare an estimate in Billomat for new deals created in your Teamgate

Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your Billomat whenever a new deal is created in Teamgate.

How it works
  1. The flow triggers when a new deal is created in Teamgate.
  2. Zoho Flow creates a new estimate in Billomat.
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Prepare an estimate in Billomat for new deals created in your Teamgate

Teamgate + Billomat

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Create an invoice in Billomat for recently won deals in Teamgate

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Billomat 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 Billomat.
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Create an invoice in Billomat for recently won deals in Teamgate

Teamgate + Billomat

Build your own integrations between Teamgate and Billomat

Connect Teamgate and Billomat with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamgate and Billomat using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Client added

Triggers when a new client is created

Contact created

Triggers when a new contact is created

Purchase invoice payment received

Triggers when a new purchase invoice payment is received

Supplier created

Triggers when a new supplier is created

Recurring invoice created

Triggers when a new recurring invoice is created

Invoice payment received

Triggers when a new invoice payment is received

Invoice created

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

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.

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Create recurring invoice

Creates a new recurring invoice

Fetch client

Fetches the details of an existing client

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 Billomat?

Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.

Accounting

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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