Integrate Teamgate with MYOB AccountRight Live

Send information between Teamgate and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.

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Create an invoice in MYOB AccountRight Live for newly acquired deals in Teamgate

Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in MYOB AccountRight Live each time a deal is closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new invoice in MYOB AccountRight Live.
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Create an invoice in MYOB AccountRight Live for newly acquired deals in Teamgate

Teamgate + MYOB AccountRight Live

Build your own integrations between Teamgate and MYOB AccountRight Live

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Supported triggers and actions

Integrate Teamgate and MYOB AccountRight Live 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

New employee

Triggers when a new employee is created

New invoice

Triggers when a new invoice is generated

New supplier

Triggers when a new supplier is created

New customer

Triggers when a new customer is created

New item sale

Triggers when a new sale is recorded

New bill

Triggers when a new bill 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 sales order

Creates a new sales order

Create purchase item order

Creates a new purchase item order

Create bill

Creates a bill for the specified supplier

Create supplier

Creates a new supplier

Create timesheet entry

Creates a new timesheet entry for an employee

Create customer

Triggers when a new customer is created

Create invoice

Creates a new invoice

Create employee

Creates a new employee

Create item

Creates a new item in the inventory

Update customer

Updates the details of an existing customer

Update item

Updates the details of an existing item

Fetch item

Fetches the details of an existing item by UID

Fetch customer

Fetches the details of an existing customer

Fetch employee

Fetches an employee by display ID or email

Fetch invoice

Fetches an invoice by UID

Fetch bill

Fetches a bill by type and 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 MYOB AccountRight Live?

MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.

Accounting CRM

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Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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