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Integrate Teamgate with Moneybird
Send information between Teamgate and Moneybird automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Generate an estimate within your Moneybird automatically, When a new deal is created in Teamgate
Automate the generation of estimates for new deals in your sales CRM to streamline sales and accounting processes. This flow will create an estimate in your Moneybird when a new deal is created in Teamgate.
How it works
- The flow triggers when a new deal is created in Teamgate.
- Zoho Flow creates a new estimate in Moneybird.
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Generate an estimate within your Moneybird automatically, When a new deal is created in Teamgate
Teamgate + Moneybird
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Create an invoice in Moneybird for recently won deals in Teamgate
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will generate a new invoice in Moneybird 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 sales invoice in Moneybird.
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Create an invoice in Moneybird for recently won deals in Teamgate
Teamgate + Moneybird
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Build your own integrations between Teamgate and Moneybird
Connect Teamgate and Moneybird 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 Moneybird 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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New sales invoice
Triggers when a new sales invoice is created
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New quote
Triggers when a new quote is created
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New contact
Triggers when a new contact is created
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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Send sales invoice
Sends a sales invoice to the specified email
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Create contact
Creates a new contact
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Create estimate
Creates a new estimate
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Create document
Creates a new document
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Create sales invoice
Creates a new sales invoice
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Fetch product
Fetches a product by description
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Fetch contact
Fetches a contact by email
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 Moneybird?
Moneybird is an online accounting tool that lets you create invoices, scan receipts, and send quotes.
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