Integrate Teamgate with Saasu
Send information between Teamgate and Saasu automatically, without writing any code, using Zoho Flow.
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Create an invoice in Saasu for recently won deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate a new invoice in Saasu 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 with item layout and inventory items in Saasu.
Create an invoice in Saasu for recently won deals in Teamgate
Teamgate + Saasu
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Supported triggers and actions
Integrate Teamgate and Saasu 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 contact
Triggers when a new contact is created
New item
Triggers when a new item is created
New company
Triggers when a new company is created
New invoice
Triggers when a new invoice is created
New activity
Triggers when a new activity is created
New purchase order
Triggers when a new purchase order is created
Contact updated
Triggers when the details of an existing contact are updated
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 activity
Creates a new activity
Create service invoice
Creates a new invoice with service layout
Create item invoice
Creates a new invoice with item layout and inventory items
Create account
Creates a new account
Create contact
Creates a new contact
Create company
Creates a new company
Create item
Creates a new item
Create inventory adjustment
Creates a new inventory adjustmemt
Create journal
Creates a new journal
Update journal
Updates the details of an existing journal
Fetch contact
Fetches details of the selected contact
Update contact
Updates details of the selected contact
Update company
Updates the details of an existing company
Update account
Updates the details of an existing account
Update activity
Updates the details of an existing activity
Update inventory adjustment
Updates the details of an existing inventory adjustment
Fetch contact - By email address or name
Fetches the details of a contact by email address, first name, or last name
Fetch Invoice
Fetches details of the selected invoice
Search invoice
Searches for the details of the selected invoice by invoice number, purchase order number, transaction type, etc.
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 Saasu?
Saasu is online accounting software with customized reports. You can budget and forecast cashflow, manage customers, and track expenses.
Similar apps
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
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
