Integrate Teamgate with Harvest
Send information between Teamgate and Harvest automatically, without writing any code, using Zoho Flow.
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Create an invoice in Harvest for the latest closed deals in Teamgate
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in Harvest 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 Harvest.
Create an invoice in Harvest for the latest closed deals in Teamgate
Teamgate + Harvest
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Supported triggers and actions
Integrate Teamgate and Harvest using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Task created
Triggers when a new task is created
Estimate updated
Triggers when the details of an existing estimate are updated
Task updated
Triggers when an existing task is updated
Project updated
Triggers when the details of an existing project is updated
Invoice created
Triggers when a new invoice is created
Person added
Triggers when a new person is added
Contact created
Triggers when a new contact is created
Contact updated
Triggers when the details of an existing contact are updated
Invoice updated
Triggers when the details of an existing invoice are updated
Expense updated
Triggers when the details of an existing expense are updated
Project created
Triggers when a new project is created
Time entry created
Triggers when a new time entry is created for today
Client added
Triggers when a new client is added
Person assigned to project
Triggers when a person is assigned to a project
Expense created
Triggers when a new expense is created
Estimate created
Triggers when a new estimate is created
Client updated
Triggers when the details of an existing client are updated
Time entry updated
Triggers when an existing time entry is updated
Person updated
Triggers when the details of an existing person is updated
All Actions - Actions are the automated tasks
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.
Add task to project
Adds a task to the selected project
Create estimate
Creates a new estimate
Create invoice payment
Creates a new invoice payment
Update estimate
Updates the details of an existing estimate
Create time entry
Creates a new time entry for today
Create task
Creates a new task
Update expense
Updates the details of an existing expense
Create person
Creates a new person
Update contact
Updates the details of an existing contact
Update time entry
Updates an existing time entry
Create contact
Creates a new contact
Create estimate item
Creates a new estimate item
Update task
Updates the details of an existing task
Add person to project
Adds a person to the selected project
Create expense
Creates a new expense
Update invoice
Updates the details of an existing invoice
Start timer
Starts timer for today in the selected project
Create project
Creates a new project
Update estimate status
Updates the details of an existing estimate status
Create invoice
Creates a new invoice
Create invoice item
Creates a new invoice item
Create client
Creates a new client
Update project
Updates the details of an existing project
Update client
Updates the details of an existing client
Stop timer
Stops timer for today
Update estimate item
Updates the details of an existing estimate item
Update invoice item
Updates the details of an existing invoice item
Update person
Updates the details of an existing person
Fetch client
Fetches the details of the specified client
Fetch project
Fetches the details of the specified project
Fetch person
Fetches the details of an existing person by ID
Fetch task
Fetches the details of an existing task by ID
Fetch invoice
Fetches the details of an existing invoice by ID
Fetch client by name
Fetches the details of an existing client
Fetch time entry
Fetches the details of an existing time entry by ID
Fetch contact
Fetches the details of an existing contact by ID
Fetch estimate
Fetches the details of an existing estimate by ID
Fetch expense
Fetches the details of an existing expense by 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.
Similar apps
What is Harvest?
Harvest is an online time tracking application that lets you track expenses, manage projects, and automatically create invoices from expenses and billable time.
Similar apps
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