Integrate Teamgate with FastBill
Send information between Teamgate and FastBill automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create an estimate in your FastBill when a new deal is created in Teamgate
Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will create an estimate in your FastBill when 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 FastBill.
Create an estimate in your FastBill when a new deal is created in Teamgate
Teamgate + FastBill
Create an invoice in FastBill for the latest closed deals in Teamgate
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in FastBill whenever a deal is closed in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice in FastBill.
Create an invoice in FastBill for the latest closed deals in Teamgate
Teamgate + FastBill
Build your own integrations between Teamgate and FastBill
Connect Teamgate and FastBill 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 FastBill 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
Template created
Triggers when a new template is created
Contact created
Triggers when a new contact is created
Customer created
Triggers when a new customer is created
Invoice created
Triggers when a new invoice is created
Contact updated
Triggers when the details of an existing contact are updated
Time created
Triggers when a new time is created
Customer updated
Triggers when the details of an existing customer are updated
Estimate created
Triggers when a new estimate is created
Project created
Triggers when a new project is created
Product created
Triggers when a new product is created
Estimate updated
Triggers when the details of an existing estimate are updated
Expense created
Triggers when a new expense is created
Revenue created
Triggers when a new revenue 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.
Cancel invoice
Cancels an invoice
Create time
Creates a new time
Invoice paid
Marks an invoice as paid
Create project
Creates a new project
Create estimate
Creates a new estimate
Send invoice
Sends a completed invoice through email
Create customer
Creates a new customer
Create contact
Creates a new contact
Create invoice
Creates a new invoice
Create product
Creates a new product
Complete invoice
Completes an unfinished invoice
Create revenue
Creates a new revenue
Create recurring invoice
Creates a new recurring invoice
Create expense
Creates a new expense
Update contact
Updates the details of an existing contact
Update product
Updates the details of an existing product
Update recurring invoice
Updates the details of an existing recurring invoice
Update invoice
Updates the details of an existing invoice
Update customer
Updates the details of an existing customer
Update time
Updates the details of an existing time
Update project
Update the details of an existing project
Fetch expense
Fetches the details of an existing expense using ID
Fetch revenue
Fetches the details of an existing revenue using ID
Fetch project
Fetches the details of an existing project using ID
Fetch invoice
Fetches the details of an existing invoice using ID
Fetch customer
Fetches the details of an existing customer using ID
Fetch estimate
Fetches the details of an existing estimate using ID
Fetch product
Fetches the details of an existing product using ID
Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
Fetch contact
Fetches the details of an existing contact using 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.
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What is FastBill?
FastBill is an online accounting application for small businesses and entrepreneurs. It lets you create invoices and estimates, capture and archive receipts, analyze your financials, and hand over monthly reports to your accountant with just one click.
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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
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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.
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Director, Perth Security Services
