Integrate Teamleader with Billomat

Send information between Teamleader and Billomat automatically, without writing any code, using Zoho Flow.

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Create an estimate in your Billomat when a new deal is created in Teamleader

Automate the generation of estimates for new deals in your project management software to streamline sales and accounting processes. This flow will automatically generate an estimate within your Billomat whenever a new deal is created in Teamleader.

How it works
  1. The flow triggers when a new deal is created in Teamleader.
  2. Zoho Flow creates a new estimate in Billomat.
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Create an estimate in your Billomat when a new deal is created in Teamleader

Teamleader + Billomat

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Supported triggers and actions

Integrate Teamleader and Billomat using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Project created

Triggers when a new project is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Invoice booked

Triggers when an invoice is booked

Deal accepted

Triggers when a deal is accepted

Deal created

Triggers when a new deal is created

Time tracking created

Triggers when a new time tracking is created

Contact added

Triggers when a new contact is added

Invoice paid

Triggers when an invoice is paid

Product created

Triggers when a new product is created

Company created

Triggers when a new company is added

Client added

Triggers when a new client is created

Contact created

Triggers when a new contact is created

Purchase invoice payment received

Triggers when a new purchase invoice payment is received

Supplier created

Triggers when a new supplier is created

Recurring invoice created

Triggers when a new recurring invoice is created

Invoice payment received

Triggers when a new invoice payment is received

Invoice created

Triggers when a new invoice is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create task

Creates a new task

Link contact to company

Links a contact to the specified company

Create contact

Creates a new contact

Create company

Creates a new company

Create project

Creates a new project

Update task

Updates the details of an existing task

Fetch company

Fetches a company by ID

Fetch contact

Fetches a contact by ID

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Create recurring invoice

Creates a new recurring invoice

Fetch client

Fetches the details of an existing client

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

What is Billomat?

Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data 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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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