Integrate Teamgate with Billomat

Send information between Teamgate and Billomat automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Prepare an estimate in Billomat for new deals created in your 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 Billomat whenever a new deal is created in Teamgate.

How it works
  1. The flow triggers when a new deal is created in Teamgate.
  2. Zoho Flow creates a new estimate in Billomat.
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Prepare an estimate in Billomat for new deals created in your Teamgate

Teamgate + Billomat

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Create an invoice in Billomat for recently won deals in Teamgate

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Billomat each time a deal is closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new invoice in Billomat.
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Create an invoice in Billomat for recently won deals in Teamgate

Teamgate + Billomat

Build your own integrations between Teamgate and Billomat

Connect Teamgate and Billomat 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 Teamgate and Billomat using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Recurring invoice created

Triggers when a new recurring invoice is created

Invoice payment received

Triggers when a new invoice payment is received

Supplier created

Triggers when a new supplier is created

Contact created

Triggers when a new contact is created

Purchase invoice payment received

Triggers when a new purchase invoice payment is received

Invoice created

Triggers when a new invoice is created

Client added

Triggers when a new client is created

All Actions - Actions are the automated tasks

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.

Create recurring invoice

Creates a new recurring invoice

Create estimate

Creates a new estimate

Create invoice

Creates a new invoice

Fetch client

Fetches the details of an existing client

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

What is Billomat?

Billomat is an accounting solution that lets you create invoices, digitize your documents, manage customer data and more.

Accounting

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.

Learn more >

Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

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CEO, OpIndia

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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