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Integrate Teamgate with InvoiceXpress
Send information between Teamgate and InvoiceXpress automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Prepare an estimate in InvoiceXpress for new deals created in your Teamgate
Maintain consistent accounting data across platforms, minimizing manual efforts and duplicate errors. This flow will prepare an estimate in InvoiceXpress for a new deal created in your Teamgate.
How it works
- The flow triggers when a new deal is created in Teamgate.
- Zoho Flow creates a new quote, proforma or fees note. in InvoiceXpress.
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Prepare an estimate in InvoiceXpress for new deals created in your Teamgate
Teamgate + InvoiceXpress
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Generate an invoice in InvoiceXpress for newly closed deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in InvoiceXpress 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, simplified invoice, invoice receipt, credit note or debit note. in InvoiceXpress.
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Generate an invoice in InvoiceXpress for newly closed deals in Teamgate
Teamgate + InvoiceXpress
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Build your own integrations between Teamgate and InvoiceXpress
Connect Teamgate and InvoiceXpress 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 InvoiceXpress 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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Client added
Triggers when a new client is added
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Item added
Triggers when a new item is added
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Estimate created
Triggers when a new estimate is created
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Invoice created
Triggers when a new invoice is created
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Purchase order added
Triggers when a new purchase order is added
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 item
Creates a new item
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Create client
Creates a new client
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Create purchase order
Creates a new purchase order
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Create estimate
Creates a new quote, proforma or fees note.
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Create invoice
Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.
What is InvoiceXpress?
InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.
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