Integrate Teamgate with Billy

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

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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
  1. The flow triggers when a deal is won in Teamgate.
  2. 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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Supported triggers and actions

Integrate Teamgate and Billy 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

Invoice created

Triggers when a new invoice is created

Contact created

Triggers when a new contact is created

Transaction created

Triggers when a new transaction is created

Bill created

Triggers when a new bill is created

Product created

Triggers when a new product is added

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 invoice

Creates a new invoice

Create bill

Creates a new bill

Create product

Creates a new product

Create contact

Creates a new contact

Update product

Updates the details of an existing product

Update invoice

Updates the details of an existing invoice

Update contact

Updates the details of an existing contact

Update bill

Updates the details of an existing bill

Fetch contact

Fetches the details of an existing contact using contact ID, name, or email address.

Fetch invoice

Fetches the details of an existing invoice using invoice ID

Fetch product

Fetches the details of an existing product using product ID, name or number.

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.

CRM

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.

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.

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Technical Engineer, Master Liveaboards

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