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Integrate Teamgate with FreshBooks
Send information between Teamgate and FreshBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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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.
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Create an estimate in your FreshBooks when a new deal is created in Teamgate
Teamgate + FreshBooks
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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.
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Create an invoice in FreshBooks for the latest closed deals in Teamgate
Teamgate + FreshBooks
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Build your own integrations between Teamgate and FreshBooks
Connect Teamgate and FreshBooks 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 FreshBooks using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Deal created
Triggers when a new deal is created
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Lead converted to person
Triggers when a lead is converted to person
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Company created
Triggers when a new company is created
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Lead created
Triggers when a new lead is created
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Deal won
Triggers when a deal is won
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Lead unqualified
Triggers when a lead is unqualified
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Deal lost
Triggers when a deal is lost
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Person created
Triggers when a new person is created
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Expense created
Triggers when a new expense is created
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Time entry added
Triggers when an new time entry is added
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Estimate created
Triggers when a new estimate is created
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Payment added
Triggers when a new payment is added
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Project created
Triggers when a new project is created
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Invoice created
Triggers when a new invoice is created
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Client created
Triggers when a new client is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create person
Creates a new person
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Create lead
Creates a new lead
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Create deal
Creates a new deal
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Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
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Fetch comapny
Fetches a company using company name, code or email address.
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Fetch user
Fetches the details of the specified user using ID, name or email address.
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Fetch lead
Fetches a lead using ID or name
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Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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Create invoice
Creates a new invoice
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Create project
Creates a new project
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Create estimate
Creates a new estimate
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Create expense
Creates a new expense
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Create task
Creates a new task
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Create client
Creates a new client
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Update client
Updates the details of an existing client
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Update project
Updates the details of an existing project
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Update invoice
Updates the details of an existing invoice
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Update expense
Updates the details of an existing expense
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Update estimate
Updates the details of an existing estimate
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Update task
Updates the details of an existing task
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Fetch invoice
Fetches the details of an existing invoice by number
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Fetch estimate
Fetches the details of an existing estimate by number
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Fetch client - By ID
Fetches the details of an existing client by ID
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Fetch client - By email address
Fetches the details of an existing client by email address
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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.
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