Integrate Billbee with Teamgate

Send information between Billbee and Teamgate automatically, without writing any code, using Zoho Flow.

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Set up a new deal in Teamgate for every new order placed through Billbee

Track new orders by creating deals and monitor their progress through predefined stages. This integration will set up a new deal in Teamgate for every new order placed through Billbee.

How it works
  1. The flow triggers when a new order is created in Billbee.
  2. Zoho Flow creates a new deal in Teamgate.
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Set up a new deal in Teamgate for every new order placed through Billbee

Billbee + Teamgate

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Supported triggers and actions

Integrate Billbee and Teamgate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Customer created

Triggers when a new customer is created

Product created

Triggers when a new prodcut is created

Order created

Triggers when a new order is created

Invoice created

Triggers when a new invoice is created

Shipment created

Triggers when an order is shipped

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Lead unqualified

Triggers when a lead is unqualified

Deal won

Triggers when a deal is won

Person created

Triggers when a new person is created

Deal lost

Triggers when a deal is lost

Lead converted to person

Triggers when a lead is converted to person

Deal created

Triggers when a new deal is created

All Actions - Actions are the automated tasks

Create invoice

Creates an invoice for an existing order

Create customer

Creates a new customer

Create order

Creates a new order

Create product

Creates a new product

Update customer

Updates the details of an existing customer

Update order status

Updates the status of an existing order

Fetch order

Fetches the details of an existing order using query

Fetch customer

Fetches the details of an existing customer by customer number

Create company

Creates a new company

Create deal

Creates a new deal

Create lead

Creates a new lead

Create person

Creates a new person

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch lead

Fetches a lead using ID or name

Fetch comapny

Fetches a company using company name, code or email address.

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

What is Billbee?

Billbee is an inventory management and order processing application for small and medium-sized businesses. It helps you create invoices, connect your online shop and marketplaces, and more.

E Commerce

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

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

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

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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 automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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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