Integrate Teamgate with Flowlu

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

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Create an invoice in Flowlu for the latest closed deals in Teamgate

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in Flowlu for every finalised deal in Teamgate.

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

Teamgate + Flowlu

Build your own integrations between Teamgate and Flowlu

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Supported triggers and actions

Integrate Teamgate and Flowlu 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

Task created

Triggers when a new task is created

Project created

Triggers when a new project is created

Issue created

Triggers when a new issue is created

Sales opportunity created

Triggers when a new sales opportunity is created

Invoice paid

Triggers when an invoice payment is made

Account created

Triggers when a new account 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 task

Creates a new task

Create invoice

Creates a new invoice

Create account

Creates a new account

Create sales opportunity

Creates a new sales opportunity

Create project

Creates a new project

Update account

Updates the details of an existing account

Update task

Updates the details of an existing task

Update sales opportunity

Updates the details of an existing sales opportunity

Update project

Updates the details of an existing project

Fetch sales opportunity

Fetches the details of an existing opportunity by opportunity ID

Fetch task

Fetches the details of an existing task by task ID

Fetch account

Fetches the details of an existing account by account ID

Fetch project

Fetches the details of an existing project by project 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.

CRM

What is Flowlu?

Flowlu is an all-in-one business management suite that takes care of your projects, CRM, invoicing, team collaboration, knowledge base, and more.

Accounting 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.

Learn more >

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