Integrate Teamgate with Quaderno
Send information between Teamgate and Quaderno automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an invoice in Quaderno for recently won deals in Teamgate
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate an invoice in Quaderno whenever 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 in Quaderno.
Create an invoice in Quaderno for recently won deals in Teamgate
Teamgate + Quaderno
Build your own integrations between Teamgate and Quaderno
Connect Teamgate and Quaderno 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 Quaderno using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
New refund
Triggers when a credit note is created
New sale
Triggers when a new sales invoice or receipt is created
Failed checkout
Triggers when a checkout fails because of insufficient funds
New contact
Triggers when a new contact is created
Abandoned checkout
Triggers when a checkout is abandoned
New invoice
Triggers when a new invoice is created
Successful checkout
Triggers when a checkout is successful
All Actions - Actions are the automated tasks
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
Create expense
Creates a new expense
Create contact
Creates a new contact
Create invoice or receipt
Creates a sales invoice or receipt
Create invoice
Creates a new invoice
Fetch contact
Fetches an existing contact by email
Fetch invoice or receipt
Fetches an existing invoice or receipt by number
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 Quaderno?
Quaderno is accounting software that you can use to calculate taxes in real time, send automatic receipts, and file tax returns.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
