Integrate Teamgate with LessAccounting

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

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Create an invoice in LessAccounting for recently won deals in Teamgate

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in LessAccounting whenever a deal is closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow adds a new invoice in LessAccounting.
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Create an invoice in LessAccounting for recently won deals in Teamgate

Teamgate + LessAccounting

Build your own integrations between Teamgate and LessAccounting

Connect Teamgate and LessAccounting 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 LessAccounting 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 created

Triggers when a new payment is created

Business created

Triggers when you add a new business

Invoice created

Triggers when a new invoice is added

Contact created

Triggers when you add a new contact

Expense created

Triggers when a new expense 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 expense

Adds a new expense

Create invoice

Adds a new invoice

Create contact

Adds a new contact

Add line item

Adds a new line item in the specified proposal or invoice

Update contact

Updates the details of an existing contact

Fetch contact

Fetches the details of an existing contact

Fetch expense

Fetches the details of an existing expense

Fetch payment

Fetches the details of an existing payment

Fetch invoice

Fetches the details of an existing invoice

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 LessAccounting?

LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.

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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