![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Integrate Teamgate with FreeAgent
Send information between Teamgate and FreeAgent automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Generate an estimate within your FreeAgent automatically, When a new deal is created in Teamgate
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your FreeAgent whenever a new deal is created in Teamgate.
How it works
- The flow triggers when a new deal is created in Teamgate.
- Zoho Flow creates a new estimate in FreeAgent.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Generate an estimate within your FreeAgent automatically, When a new deal is created in Teamgate
Teamgate + FreeAgent
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Generate an invoice in FreeAgent for newly closed deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will prepare a new invoice in FreeAgent each time a deal is won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow adds a new item to an existing invoice in FreeAgent.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Generate an invoice in FreeAgent for newly closed deals in Teamgate
Teamgate + FreeAgent
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Teamgate and FreeAgent
Connect Teamgate and FreeAgent with over 750+ 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 FreeAgent using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Person created
Triggers when a new person is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Company created
Triggers when a new company is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Lead unqualified
Triggers when a lead is unqualified
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Deal created
Triggers when a new deal is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Lead created
Triggers when a new lead is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Deal lost
Triggers when a deal is lost
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Lead converted to person
Triggers when a lead is converted to person
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Deal won
Triggers when a deal is won
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Price list item created
Triggers when a new price list item is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
User created
Triggers when a new user is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Estimate created
Triggers when a new estimate is created in the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Project created
Triggers when a new project is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Invoice created
Triggers when a new invoice is created in the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Task created
Triggers when a new task is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Bill created
Triggers when a new bill is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Project note added
Triggers when a new note is added for the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Create lead
Creates a new lead
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Create company
Creates a new company
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Create deal
Creates a new deal
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Create person
Creates a new person
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Fetch user
Fetches the details of the specified user using ID, name or email address.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Fetch comapny
Fetches a company using company name, code or email address.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Fetch lead
Fetches a lead using ID or name
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Create task
Creates a new task in the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Create expenses
Creates a new expenses
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Create journal set
Creates a new journal set
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Create contact
Creates a new contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Create credit note
Creates a new credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to contact
Adds a note to the selected contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Add invoice item
Adds a new item to an existing invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Create estimate
Creates a new estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Create invoice
Creates a new invoice
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Add note to project
Adds a note to the selected project
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Create bill
Creates a new bill
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Add estimate item
Adds a new item to an existing estimate
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Update contact
Updates details of the selected contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Email an invoice
Sends an existing invoice by invoice ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Update task
Updates the details of an existing task
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Convert to credit note
Convert a draft negative invoice to a credit note
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Update credit note status
Updates the status of an existing credit note using credit note ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Update estimate status
Updates the status of an existing estimate by ID
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch contact
Fetches details of the selected contact
![](https://flow-ca-public.nimbuspop.com/flow-apps/freeagent.png)
Fetch invoice
Fetches details of the exisiting invoice by ID
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 FreeAgent?
FreeAgent is online accounting software that lets you keep track of your income and expenses. You can link bank accounts, generate sales tax reports, and manage timesheet reports efficiently.
Similar apps
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