Integrate Teamgate with Zoho Invoice
Send information between Teamgate and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an invoice in Zoho Invoice for newly closed deals in Teamgate
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Zoho Invoice for every finalised deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice in Zoho Invoice.
Generate an invoice in Zoho Invoice for newly closed deals in Teamgate
Teamgate + Zoho Invoice
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Supported triggers and actions
Integrate Teamgate and Zoho Invoice 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
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Timesheet created
Triggers when a new timesheet is created
Estimate updated
Triggers when any detail of an existing estimate is updated
Recurring expense created
Triggers when a new recurring expense is created
Credit note updated
Triggers when the details of an existing credit note are updated
Timesheet updated
Triggers when the details of an existing timesheet are updated
Project updated
Triggers when any detail of an existing project is updated
Contact created
Triggers when a new contact is created
Payment received
Triggers when a new payment is received
Project created
Triggers when a new project is created
Item created
Triggers when a new item is created in the selected organization
Item updated
Triggers when any detail of an existing item is updated
Invoice created
Triggers when a new invoice is created
Invoice updated
Triggers when any detail of an existing invoice is updated
Contact person created
Triggers when a new contact person is created for an existing contact
Estimate created
Triggers when a new estimate is created in the selected organization
Payment updated
Triggers when any detail of an existing payment is updated
Contact updated
Triggers when any detail of an existing contact is updated
Credit note created
Triggers when a new credit note is created
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 estimate
Creates a new estimate
Create invoice
Creates a new invoice
Stop timer
Stops the timer that is currently running
Send invoice
Sends an existing invoice to the specified recipients
Create recurring invoice
Creates a new recurring invoice
Start timer
Starts timer for the selected task
Create contact person
Creates a new contact person for the selected contact
Add address for customer
Adds address details for an existing customer
Create task
Creates a new task in the specified project
Request payment information
Sends a payment information request to the specified email address
Record payment
Records a payment for an existing invoice
Send retainer invoice
Sends a retainer invoice to the specified email address
Create retainer invoice
Creates a new retainer invoice
Create timesheet
Creates a new timesheet entry
Create item
Creates a new item
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create recurring expense
Creates a new recurring expense
Create contact
Creates a new contact
Send estimate
Sends an existing estimate to the specified recipients
Create project
Creates a new project
Update project
Updates the details of an existing project
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update timesheet
Updates the details of an existing timesheet
Update contact person
Updates the details of an existing contact person
Create payment link
Creates a payment link
Update invoice status
Updates the status of an existing invoice
Update payment link
Updates the details of an existing payment link
Update invoice
Updates the details of an existing invoice
Update estimate
Updates the details of an existing estimate
Update item
Updates the details of an existing item
Fetch contact by display name
Fetches the details of an existing contact by display name
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch payment
Fetches the details of an existing payment
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch item by ID
Fetches the details of an existing item by ID
Fetch project
Fetches the details of an existing project by ID
Fetch item by name
Fetches the details of an existing item by name
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch task
Fetches the details of an existing task by ID
Fetch estimate
Fetches the details of an existing invoice
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch contact by email
Fetches the details of an existing contact by email
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch contact by ID
Fetches the details of an existing contact 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 Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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 >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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