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
  1. The flow triggers when a new order is created in Billbee.
  2. Zoho Flow creates a new deal in Teamgate.
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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

Order created

Triggers when a new order is created

Shipment created

Triggers when an order is shipped

Product created

Triggers when a new prodcut is created

Customer created

Triggers when a new customer is created

Invoice created

Triggers when a new invoice is created

Deal created

Triggers when a new deal is created

Lead converted to person

Triggers when a lead is converted to person

Company created

Triggers when a new company is created

Lead created

Triggers when a new lead is created

Deal won

Triggers when a deal is won

Lead unqualified

Triggers when a lead is unqualified

Deal lost

Triggers when a deal is lost

Person created

Triggers when a new person is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create order

Creates a new order

Create invoice

Creates an invoice for an existing order

Create customer

Creates a new customer

Update customer

Updates the details of an existing customer

Update customer address

Updates the details of an existing customer address

Update order status

Updates the status of an existing order

Fetch order

Fetches the details of an existing order using query

Fetch customer

Fetches the details of an existing customer by customer number

Create company

Creates a new company

Create person

Creates a new person

Create lead

Creates a new lead

Create deal

Creates a new deal

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch comapny

Fetches a company using company name, code or email address.

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch lead

Fetches a lead using ID or name

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

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.

E Commerce

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.

CRM

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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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

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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