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Integrate Teamgate with Upflow
Send information between Teamgate and Upflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an invoice in Upflow for recently won deals in Teamgate
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Upflow 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 Upflow.
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Create an invoice in Upflow for recently won deals in Teamgate
Teamgate + Upflow
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Build your own integrations between Teamgate and Upflow
Connect Teamgate and Upflow 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 Upflow 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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Customer added
Triggers when a new customer is added
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Payment created
Triggers when a new payment is created
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Invoice created
Triggers when a new invoice 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 customer contact
Creates a new customer contact
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Create payment
Creates a payment entry
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Create invoice
Creates a new invoice
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Create customer
Creates a new customer
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Update customer
Updates the details of an existing customer
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 Upflow?
Upflow is an application that helps companies manage invoices and payments. It lets you gain payment insights, follow up on customers' unpaid invoices, automate matching of incoming payments and invoices and more.
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