Integrate Billbee with Teamgate
Send information between Billbee and Teamgate automatically, without writing any code, using Zoho Flow.
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Set up a new deal in Teamgate for every new order placed through Billbee
Track new orders by creating deals and monitor their progress through predefined stages. This integration will set up a new deal in Teamgate for every new order placed through Billbee.
How it works
- The flow triggers when a new order is created in Billbee.
- Zoho Flow creates a new deal in Teamgate.
Set up a new deal in Teamgate for every new order placed through Billbee
Billbee + Teamgate
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Supported triggers and actions
Integrate Billbee and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Invoice created
Triggers when a new invoice is created
Shipment created
Triggers when an order is shipped
Order created
Triggers when a new order is created
Customer created
Triggers when a new customer is created
Product created
Triggers when a new prodcut is created
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Lead unqualified
Triggers when a lead is unqualified
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Deal lost
Triggers when a deal is lost
Lead converted to person
Triggers when a lead is converted to person
Deal won
Triggers when a deal is won
All Actions - Actions are the automated tasks
Create order
Creates a new order
Create product
Creates a new product
Create customer
Creates a new customer
Create invoice
Creates an invoice for an existing order
Update order status
Updates the status of an existing order
Update customer
Updates the details of an existing customer
Update customer address
Updates the details of an existing customer address
Fetch order
Fetches the details of an existing order using query
Fetch customer
Fetches the details of an existing customer by customer number
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Create person
Creates a new person
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch lead
Fetches a lead using ID or name
What is Billbee?
Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.
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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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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