Integrate Teamgate with Invoiced

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

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Generate an invoice in Invoiced for newly 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 Invoiced 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 Invoiced.
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Generate an invoice in Invoiced for newly closed deals in Teamgate

Teamgate + Invoiced

Build your own integrations between Teamgate and Invoiced

Connect Teamgate and Invoiced 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 Invoiced 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

Subscription canceled

Triggers when a subscription is canceled

New subscription

Triggers when a new subscription is created

New customer

Triggers when a new customer is created

Invoice paid

Triggers when an invoice is paid in full

New invoice

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 invoice

Creates a new invoice

Create customer

Creates a new customer

Fetch customer

Fetches an existing customer by the selected filter

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 Invoiced?

Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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