Integrate Teamgate with LessAccounting
Send information between Teamgate and LessAccounting automatically, without writing any code, using Zoho Flow.
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Create an invoice in LessAccounting for recently won deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in LessAccounting whenever a deal is closed in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow adds a new invoice in LessAccounting.
Create an invoice in LessAccounting for recently won deals in Teamgate
Teamgate + LessAccounting
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Supported triggers and actions
Integrate Teamgate and LessAccounting 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 created
Triggers when a new invoice is added
Expense created
Triggers when a new expense is added
Payment created
Triggers when a new payment is created
Business created
Triggers when you add a new business
Contact created
Triggers when you add a new contact
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
Adds a new invoice
Create contact
Adds a new contact
Create expense
Adds a new expense
Add line item
Adds a new line item in the specified proposal or invoice
Update contact
Updates the details of an existing contact
Fetch expense
Fetches the details of an existing expense
Fetch payment
Fetches the details of an existing payment
Fetch invoice
Fetches the details of an existing invoice
Fetch contact
Fetches the details of an existing contact
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 LessAccounting?
LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.
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