Integrate Teamgate with LessAccounting

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

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Create an invoice in LessAccounting for recently won deals in Teamgate

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will generate an invoice in LessAccounting whenever a deal is closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow adds a new invoice in LessAccounting.
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Create an invoice in LessAccounting for recently won deals in Teamgate

Teamgate + LessAccounting

Build your own integrations between Teamgate and LessAccounting

Connect Teamgate and LessAccounting 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 LessAccounting 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

Business created

Triggers when you add a new business

Payment created

Triggers when a new payment is created

Invoice created

Triggers when a new invoice is added

Expense created

Triggers when a new expense is added

Contact created

Triggers when you add a new contact

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 contact

Adds a new contact

Create expense

Adds a new expense

Add line item

Adds a new line item in the specified proposal or invoice

Create invoice

Adds a new invoice

Update contact

Updates the details of an existing contact

Fetch payment

Fetches the details of an existing payment

Fetch invoice

Fetches the details of an existing invoice

Fetch contact

Fetches the details of an existing contact

Fetch expense

Fetches the details of an existing expense

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

What is LessAccounting?

LessAccounting is an invoicing and accounting solution that lets you create custom business proposals, convert them into invoices, and send them to your contacts. Its bookkeeping software also provides expense tracking, cloud accounting, and more.

Accounting

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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 revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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