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Integrate Teamgate with Billy
Send information between Teamgate and Billy automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an invoice in Billy for newly closed deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Billy for every finalised deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice in Billy.
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Generate an invoice in Billy for newly closed deals in Teamgate
Teamgate + Billy
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Build your own integrations between Teamgate and Billy
Connect Teamgate and Billy with over 850+ 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 Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Lead unqualified
Triggers when a lead is unqualified
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Company created
Triggers when a new company is created
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Person created
Triggers when a new person is created
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Deal won
Triggers when a deal is won
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Lead converted to person
Triggers when a lead is converted to person
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Deal lost
Triggers when a deal is lost
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Lead created
Triggers when a new lead is created
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Deal created
Triggers when a new deal is created
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Invoice created
Triggers when a new invoice is created
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Contact created
Triggers when a new contact is created
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Transaction created
Triggers when a new transaction is created
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Bill created
Triggers when a new bill is created
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Product created
Triggers when a new product is added
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create lead
Creates a new lead
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Create person
Creates a new person
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Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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Fetch user
Fetches the details of the specified user using ID, name or email address.
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Fetch lead
Fetches a lead using ID or name
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Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
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Fetch comapny
Fetches a company using company name, code or email address.
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Create invoice
Creates a new invoice
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Create bill
Creates a new bill
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Create product
Creates a new product
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Create contact
Creates a new contact
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Update product
Updates the details of an existing product
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Update invoice
Updates the details of an existing invoice
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Update contact
Updates the details of an existing contact
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Update bill
Updates the details of an existing bill
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Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
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Fetch invoice
Fetches the details of an existing invoice using invoice ID
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Fetch product
Fetches the details of an existing product using product ID, name or number.
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Fetch bill
Fetches the details of an existing bill using bill 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.
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What is Billy?
Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.
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