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Integrate QuickBooks with Teamgate
Send information between QuickBooks and Teamgate automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an estimate within your QuickBooks 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 QuickBooks 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 QuickBooks.
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Generate an estimate within your QuickBooks automatically, When a new deal is created in Teamgate
Teamgate + QuickBooks
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Create an invoice in QuickBooks for newly acquired deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in QuickBooks 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 QuickBooks.
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Create an invoice in QuickBooks for newly acquired deals in Teamgate
Teamgate + QuickBooks
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Set up a new deal in Teamgate for every new order placed through QuickBooks
Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This flow will set up a new deal in Teamgate for each new order placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- 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 QuickBooks
QuickBooks + Teamgate
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Build your own integrations between QuickBooks and Teamgate
Connect QuickBooks and Teamgate with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate QuickBooks and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Service item updated
Triggers when any detail of an existing service item is updated
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Customer created
Triggers when a new customer is created
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Service item created
Triggers when a new service item is created
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Deposit added
Triggers when a new deposit is added
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Purchase order created
Triggers when a new purchase order is created
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Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated
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Account created
Triggers when a new account is created
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Invoice updated
Triggers when the details of an existing invoice are updated
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Bill created
Triggers when a bill is created
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Customer updated
Triggers when any detail of an existing customer is updated
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Payment received
Triggers when a payment is received
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Account updated
Triggers when an account is updated
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Invoice created
Triggers when a new invoice is created
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Credit memo created
Triggers when a credit memo is created
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Non-inventory item created
Triggers when a non-inventory item is created
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Credit memo updated
Triggers when the details of an existing credit memo are updated
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Sales receipt updated
Triggers when the details of an existing sales receipt are updated
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Vendor updated
Triggers when the details of an existing vendor are updated
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Estimate created
Triggers when a new estimate is created
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Inventory item updated
Triggers when any detail of an existing inventory item is updated
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Inventory item created
Triggers when an inventory item is created
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Vendor created
Triggers when a new vendor is created
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Estimate updated
Triggers when an estimate is updated
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Sales receipt created
Triggers when a new sales receipt is created
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Deal created
Triggers when a new deal is created
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Lead converted to person
Triggers when a lead is converted to person
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Company created
Triggers when a new company is created
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Lead created
Triggers when a new lead is created
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Deal won
Triggers when a deal is won
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Lead unqualified
Triggers when a lead is unqualified
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Deal lost
Triggers when a deal is lost
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Person created
Triggers when a new person is created
All Actions - Actions are the automated tasks
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Create sales receipt
Creates a new sales receipt
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Create credit memo
Creates a new credit memo
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Create transfer
Creates a new transfer
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Create estimate
Creates a new estimate
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Create account
Creates a new account
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Create invoice
Creates a new invoice
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Create vendor
Creates a new vendor
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Create bill - Account based
Creates a new account-based bill
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Create inventory item
Creates a new inventory item
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Create deposit
Creates a new deposit
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Create bill - Item based
Creates a new item-based bill
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Create payment record
Creates a new payment record
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Create non-inventory item
Creates a new non-inventory item
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Create customer
Creates a new customer
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Create service item
Creates a new service item
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Update estimate
Updates the estimate by ID
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Update account
Updates the details of an existing account using account ID
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Update invoice
Updates the details of an invoice by ID
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Update customer
Updates the details of an existing customer
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Update item status
Updates the status of the specified item
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Fetch item by SKU
Fetches the details of an existing item using SKU
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Fetch deposit
Fetches the details of an existing deposit by its ID
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Fetch sales term
Fetches the details of a sales term based on its name
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Send estimate
Sends an existing estimate
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Fetch transfer
Fetches the details of a transfer based on its ID
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Fetch payment method
Fetches a payment method based on its name
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Fetch customer by ID
Fetches the details of an existing customer by ID
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Fetch customer by name or email
Fetches the details of an existing customer by name or email address
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Fetch account
Fetches an account by name
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Fetch customer type
Fetches the details of a customer type by its name
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Fetch vendor by name
Fetches the details of an existing vendor by name
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Send invoice
Sends an invoice to the specified email address
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Fetch vendor by ID
Fetches the details of an existing vendor by ID
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Fetch invoice
Fetches the details of an existing invoice by number
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Send sales receipt
Sends an existing sales receipt to the specified email address
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Fetch location
Fetches the details of an existing location by name
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Fetch category
Fetches the details of an existing category by name
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Fetch item
Fetches the details of an existing item by name
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Create company
Creates a new company
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Create person
Creates a new person
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Create lead
Creates a new lead
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Create deal
Creates a new deal
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Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
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Fetch comapny
Fetches a company using company name, code or email address.
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Fetch user
Fetches the details of the specified user using ID, name or email address.
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Fetch lead
Fetches a lead using ID or name
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Fetch product
Fetches the details of the specified product using company ID, name or SKU.
What is QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
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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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