Integrate Teamgate with FreshBooks
Send information between Teamgate and FreshBooks automatically, without writing any code, using Zoho Flow.
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Create an estimate in your FreshBooks 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 create an estimate in your FreshBooks 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 FreshBooks.
Create an estimate in your FreshBooks when a new deal is created in Teamgate
Teamgate + FreshBooks
Create an invoice in FreshBooks for the latest closed deals in Teamgate
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in FreshBooks each time 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 FreshBooks.
Create an invoice in FreshBooks for the latest closed deals in Teamgate
Teamgate + FreshBooks
Build your own integrations between Teamgate and FreshBooks
Connect Teamgate and FreshBooks with over 800+ 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 FreshBooks 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
Expense created
Triggers when a new expense is created
Time entry added
Triggers when an new time entry is added
Estimate created
Triggers when a new estimate is created
Payment added
Triggers when a new payment is added
Project created
Triggers when a new project is created
Invoice created
Triggers when a new invoice is created
Client created
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 invoice
Creates a new invoice
Create project
Creates a new project
Create estimate
Creates a new estimate
Create expense
Creates a new expense
Create task
Creates a new task
Create client
Creates a new client
Update client
Updates the details of an existing client
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update expense
Updates the details of an existing expense
Update estimate
Updates the details of an existing estimate
Update task
Updates the details of an existing task
Fetch invoice
Fetches the details of an existing invoice by number
Fetch estimate
Fetches the details of an existing estimate by number
Fetch client - By ID
Fetches the details of an existing client by ID
Fetch client - By email address
Fetches the details of an existing client by email address
Fetch user
Fetches the details of an existing user by email address
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 FreshBooks?
FreshBooks is accounting software for tracking time, expenses, and tasks. You can customize invoices, generate insightful reports, manage clients, and set up online payment processing in a few steps.
Similar apps
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