Integrate Teamgate with Wave
Send information between Teamgate and Wave automatically, without writing any code, using Zoho Flow.
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Create an invoice in Wave for newly acquired deals in Teamgate
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will prepare a new invoice in Wave each time a deal is won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice for the selected business in Wave.
Create an invoice in Wave for newly acquired deals in Teamgate
Teamgate + Wave
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Supported triggers and actions
Integrate Teamgate and Wave 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
Product created
Triggers when a new product is created for the selected business
Invoice created
Triggers when a new invoice is created for the selected business
Customer created
Triggers when a new customer is added to the selected business
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
Creates a new invoice for the selected business
Create product
Creates a product for the selected business
Create customer
Creates a customer for the selected business
Fetch customer
Fetches the details of an existing customer
Fetch product
Fetches the details of an existing product
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 Wave?
Wave is a financial software tool that provides solutions like accounting, invoicing, receipts, etc.
Similar apps
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