Integrate Teamgate with Quaderno

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

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Create an invoice in Quaderno for recently won deals in Teamgate

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Quaderno whenever 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 Quaderno.
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Create an invoice in Quaderno for recently won deals in Teamgate

Teamgate + Quaderno

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Supported triggers and actions

Integrate Teamgate and Quaderno 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

New refund

Triggers when a credit note is created

Successful checkout

Triggers when a checkout is successful

New invoice

Triggers when a new invoice is created

Abandoned checkout

Triggers when a checkout is abandoned

New contact

Triggers when a new contact is created

Failed checkout

Triggers when a checkout fails because of insufficient funds

New sale

Triggers when a new sales invoice or receipt 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 invoice

Creates a new invoice

Create invoice or receipt

Creates a sales invoice or receipt

Create contact

Creates a new contact

Fetch invoice or receipt

Fetches an existing invoice or receipt by number

Fetch contact

Fetches an existing contact by email

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 Quaderno?

Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.

Build comprehensive workflows using

Webhook triggers

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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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