Integrate Teamgate with Invoiced
Send information between Teamgate and Invoiced automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Invoiced for newly closed deals in Teamgate
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will generate a new invoice in Invoiced 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 Invoiced.
Generate an invoice in Invoiced for newly closed deals in Teamgate
Teamgate + Invoiced
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Supported triggers and actions
Integrate Teamgate and Invoiced 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
New customer
Triggers when a new customer is created
New subscription
Triggers when a new subscription is created
New invoice
Triggers when a new invoice is created
Invoice paid
Triggers when an invoice is paid in full
Subscription canceled
Triggers when a subscription is canceled
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.
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Fetch customer
Fetches an existing customer by the selected filter
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 Invoiced?
Invoiced is accounting software with flexible billing formats. Let your customers manage personal data, break balances into customized installment plans, and track balances.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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