Integrate Teamgate with FreshBooks

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

Explore prebuilt integration flows to get started

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Create an estimate in your FreshBooks when a new deal is created in Teamgate

Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will create an estimate in your FreshBooks when 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 FreshBooks.
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Create an estimate in your FreshBooks when a new deal is created in Teamgate

Teamgate + FreshBooks

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Create an invoice in FreshBooks for the latest closed deals in Teamgate

Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in FreshBooks 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 FreshBooks.
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Create an invoice in FreshBooks for the latest closed deals in Teamgate

Teamgate + FreshBooks

Build your own integrations between Teamgate and FreshBooks

Connect Teamgate and FreshBooks 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 FreshBooks 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

Payment added

Triggers when a new payment is added

Invoice created

Triggers when a new invoice is created

Project created

Triggers when a new project is created

Client created

Triggers when a new client is created

Time entry added

Triggers when an new time entry is added

Expense created

Triggers when a new expense is created

Estimate created

Triggers when a new estimate 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 expense

Creates a new expense

Create task

Creates a new task

Create client

Creates a new client

Create invoice

Creates a new invoice

Create project

Creates a new project

Create estimate

Creates a new estimate

Update project

Updates the details of an existing project

Update invoice

Updates the details of an existing invoice

Update expense

Updates the details of an existing expense

Update estimate

Updates the details of an existing estimate

Update task

Updates the details of an existing task

Update client

Updates the details of an existing client

Fetch client - By ID

Fetches the details of an existing client by ID

Fetch invoice

Fetches the details of an existing invoice by number

Fetch estimate

Fetches the details of an existing estimate by number

Fetch client - By email address

Fetches the details of an existing client by email address

Fetch user

Fetches the details of an existing user by email address

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 FreshBooks?

FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.

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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Sales Director, Artico

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.

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Director, Perth Security Services

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