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
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow adds a new invoice in LessAccounting.
Create an invoice in LessAccounting for recently won deals in Teamgate
Teamgate + LessAccounting
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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.
Similar apps
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.
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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 >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
