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Integrate Teamgate with QuickFile
Send information between Teamgate and QuickFile automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in QuickFile 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 a new invoice in QuickFile each time a deal is closed in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice in QuickFile.
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Create an invoice in QuickFile for recently won deals in Teamgate
Teamgate + QuickFile
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Build your own integrations between Teamgate and QuickFile
Connect Teamgate and QuickFile with over 850+ 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 QuickFile using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Lead unqualified
Triggers when a lead is unqualified
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Company created
Triggers when a new company is created
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Person created
Triggers when a new person is created
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Deal won
Triggers when a deal is won
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Lead converted to person
Triggers when a lead is converted to person
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Deal lost
Triggers when a deal is lost
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Lead created
Triggers when a new lead is created
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Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create lead
Creates a new lead
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Create person
Creates a new person
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Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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Fetch user
Fetches the details of the specified user using ID, name or email address.
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Fetch lead
Fetches a lead using ID or name
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Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
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Fetch comapny
Fetches a company using company name, code or email address.
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Fetch client
Fetches the details of an existing client by company name
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Create invoice
Creates a new invoice
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Add client
Adds a new client
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Create bank entry
Creates a new bank entry
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Fetch item
Fetches the details of an existing item by name
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 QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
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