Integrate Teamgate with Flowlu
Send information between Teamgate and Flowlu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Flowlu for the latest closed deals in Teamgate
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in Flowlu 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 Flowlu.
Create an invoice in Flowlu for the latest closed deals in Teamgate
Teamgate + Flowlu
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Supported triggers and actions
Integrate Teamgate and Flowlu 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
Sales opportunity created
Triggers when a new sales opportunity is created
Issue created
Triggers when a new issue is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Account created
Triggers when a new account is created
Invoice paid
Triggers when an invoice payment is made
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 account
Creates a new account
Create sales opportunity
Creates a new sales opportunity
Create task
Creates a new task
Create invoice
Creates a new invoice
Create project
Creates a new project
Update project
Updates the details of an existing project
Update sales opportunity
Updates the details of an existing sales opportunity
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Fetch sales opportunity
Fetches the details of an existing opportunity by opportunity ID
Fetch project
Fetches the details of an existing project by project ID
Fetch account
Fetches the details of an existing account by account ID
Fetch task
Fetches the details of an existing task by task 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 Flowlu?
Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.
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