Integrate Teamgate with Invoice Ninja
Send information between Teamgate and Invoice Ninja automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Invoice Ninja for newly closed deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in Invoice Ninja 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 Invoice Ninja.
Generate an invoice in Invoice Ninja for newly closed deals in Teamgate
Teamgate + Invoice Ninja
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Supported triggers and actions
Integrate Teamgate and Invoice Ninja 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
Invoice added
Trigger when a new invoice is added
Payment added
Trigger when a new payment is added
Client added
Trigger when a new client is added
Quote added
Trigger when a new quote is added
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 expense
Creates a new expense
Create client
Creates a new client
Create invoice
Creates a new invoice
Create payment
Creates a new payment
Create product
Creates a new product
Send invoice
Sends an existing invoice to a client via email
Fetch expense category by name
Fetches an existing expense category by name
Fetch client by name
Fetches the details of an existing client record by name
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch expense category by ID
Fetches an existing expense category by ID
Fetch vendor by ID
Fetches the details of an existing vendor by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch client by ID
Fetches the details of an existing client record by ID
Fetch vendor by name
Fetches the details of an existing vendor by name
Fetch product by key
Fetches the details of an existing product by key
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 Invoice Ninja?
Invoice Ninja is invoicing and billing software that helps you easily build and send beautiful invoices from any device that has access to the web. Your clients can print your invoices, download them as PDF files, and even pay you online from within the system.
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