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Integrate Teamgate with FastBill
Send information between Teamgate and FastBill automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create an estimate in your FastBill when a new deal is created in Teamgate
Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will create an estimate in your FastBill when a new deal is created in Teamgate.
How it works
- The flow triggers when a new deal is created in Teamgate.
- Zoho Flow creates a new estimate in FastBill.
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Create an estimate in your FastBill when a new deal is created in Teamgate
Teamgate + FastBill
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Create an invoice in FastBill for the latest closed deals in Teamgate
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate an invoice in FastBill whenever 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 FastBill.
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Create an invoice in FastBill for the latest closed deals in Teamgate
Teamgate + FastBill
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Build your own integrations between Teamgate and FastBill
Connect Teamgate and FastBill 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 FastBill using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Lead created
Triggers when a new lead is created
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Company created
Triggers when a new company is created
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Lead unqualified
Triggers when a lead is unqualified
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Deal won
Triggers when a deal is won
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Person created
Triggers when a new person is created
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Deal lost
Triggers when a deal is lost
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Lead converted to person
Triggers when a lead is converted to person
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Deal created
Triggers when a new deal is created
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Contact updated
Triggers when the details of an existing contact are updated
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Time created
Triggers when a new time is created
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Invoice created
Triggers when a new invoice is created
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Product created
Triggers when a new product is created
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Customer created
Triggers when a new customer is created
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Estimate updated
Triggers when the details of an existing estimate are updated
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Expense created
Triggers when a new expense is created
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Estimate created
Triggers when a new estimate is created
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Project created
Triggers when a new project is created
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Revenue created
Triggers when a new revenue is created
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Customer updated
Triggers when the details of an existing customer are updated
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Template created
Triggers when a new template is created
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Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks
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Create company
Creates a new company
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Create deal
Creates a new deal
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Create lead
Creates a new lead
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Create person
Creates a new person
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Fetch user
Fetches the details of the specified user using ID, name or email address.
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Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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Fetch lead
Fetches a lead using ID or name
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Fetch comapny
Fetches a company using company name, code or email address.
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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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Create contact
Creates a new contact
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Send invoice
Sends a completed invoice through email
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Create customer
Creates a new customer
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Create project
Creates a new project
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Create estimate
Creates a new estimate
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Create time
Creates a new time
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Invoice paid
Marks an invoice as paid
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Create expense
Creates a new expense
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Cancel invoice
Cancels an invoice
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Create revenue
Creates a new revenue
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Create recurring invoice
Creates a new recurring invoice
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Create product
Creates a new product
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Complete invoice
Completes an unfinished invoice
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Create invoice
Creates a new invoice
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Update time
Updates the details of an existing time
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Update project
Update the details of an existing project
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Update invoice
Updates the details of an existing invoice
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Update customer
Updates the details of an existing customer
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Update contact
Updates the details of an existing contact
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Update product
Updates the details of an existing product
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Update recurring invoice
Updates the details of an existing recurring invoice
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Fetch contact
Fetches the details of an existing contact using ID
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Fetch product
Fetches the details of an existing product using ID
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Fetch recurring invoice
Fetches the details of an existing recurring invoice using ID
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Fetch customer
Fetches the details of an existing customer using ID
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Fetch estimate
Fetches the details of an existing estimate using ID
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Fetch project
Fetches the details of an existing project using ID
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Fetch invoice
Fetches the details of an existing invoice using ID
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Fetch expense
Fetches the details of an existing expense using ID
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Fetch revenue
Fetches the details of an existing revenue using 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.
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What is FastBill?
FastBill is an online accounting application for small businesses and entrepreneurs. It lets you create invoices and estimates, capture and archive receipts, analyze your financials, and hand over monthly reports to your accountant with just one click.
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