Integrate Teamgate with Saasu
Send information between Teamgate and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for recently won deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Saasu 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 with item layout and inventory items in Saasu.
Create an invoice in Saasu for recently won deals in Teamgate
Teamgate + Saasu
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Supported triggers and actions
Integrate Teamgate and Saasu 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 purchase order
Triggers when a new purchase order is created
New company
Triggers when a new company is created
New invoice
Triggers when a new invoice is created
New contact
Triggers when a new contact is created
New item
Triggers when a new item is created
Contact updated
Triggers when the details of an existing contact are updated
New activity
Triggers when a new activity 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 item
Creates a new item
Create account
Creates a new account
Create contact
Creates a new contact
Create inventory adjustment
Creates a new inventory adjustmemt
Create item invoice
Creates a new invoice with item layout and inventory items
Create activity
Creates a new activity
Create service invoice
Creates a new invoice with service layout
Create company
Creates a new company
Create journal
Creates a new journal
Update contact
Updates details of the selected contact
Update company
Updates the details of an existing company
Update inventory adjustment
Updates the details of an existing inventory adjustment
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Update account
Updates the details of an existing account
Update activity
Updates the details of an existing activity
Update journal
Updates the details of an existing journal
Fetch contact
Fetches details of the selected contact
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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.
Similar apps
What is Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
Similar apps
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