Integrate Teamgate with Billy
Send information between Teamgate and Billy automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Billy for newly closed deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Billy 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 Billy.
Generate an invoice in Billy for newly closed deals in Teamgate
Teamgate + Billy
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Supported triggers and actions
Integrate Teamgate and Billy 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
Product created
Triggers when a new product is added
Contact created
Triggers when a new contact is created
Invoice created
Triggers when a new invoice is created
Bill created
Triggers when a new bill is created
Transaction created
Triggers when a new transaction 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 invoice
Creates a new invoice
Create contact
Creates a new contact
Create product
Creates a new product
Create bill
Creates a new bill
Update product
Updates the details of an existing product
Update bill
Updates the details of an existing bill
Update contact
Updates the details of an existing contact
Update invoice
Updates the details of an existing invoice
Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
Fetch bill
Fetches the details of an existing bill using bill ID
Fetch product
Fetches the details of an existing product using product ID, name or number.
Fetch invoice
Fetches the details of an existing invoice using invoice 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 Billy?
Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
