Integrate Teamgate with Wave

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

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Create an invoice in Wave for newly acquired deals in Teamgate

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Wave each time a deal is won in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new invoice for the selected business in Wave.
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Create an invoice in Wave for newly acquired deals in Teamgate

Teamgate + Wave

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Supported triggers and actions

Integrate Teamgate and Wave 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

Customer created

Triggers when a new customer is added to the selected business

Invoice created

Triggers when a new invoice is created for the selected business

Product created

Triggers when a new product is created for the selected business

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 customer

Creates a customer for the selected business

Create product

Creates a product for the selected business

Create invoice

Creates a new invoice for the selected business

Fetch customer

Fetches the details of an existing customer

Fetch product

Fetches the details of an existing product

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 Wave?

Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.

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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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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