Integrate Teamgate with MYOB AccountRight Live
Send information between Teamgate and MYOB AccountRight Live automatically, without writing any code, using Zoho Flow.
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Create an invoice in MYOB AccountRight Live for newly acquired deals in Teamgate
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in MYOB AccountRight Live 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 MYOB AccountRight Live.
Create an invoice in MYOB AccountRight Live for newly acquired deals in Teamgate
Teamgate + MYOB AccountRight Live
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Supported triggers and actions
Integrate Teamgate and MYOB AccountRight Live 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 item sale
Triggers when a new sale is recorded
New invoice
Triggers when a new invoice is generated
New bill
Triggers when a new bill is created
New customer
Triggers when a new customer is created
New employee
Triggers when a new employee is created
New supplier
Triggers when a new supplier is created
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 supplier
Creates a new supplier
Create timesheet entry
Creates a new timesheet entry for an employee
Create bill
Creates a bill for the specified supplier
Create employee
Creates a new employee
Create purchase item order
Creates a new purchase item order
Create sales order
Creates a new sales order
Create item
Creates a new item in the inventory
Create customer
Triggers when a new customer is created
Create invoice
Creates a new invoice
Update customer
Updates the details of an existing customer
Update item
Updates the details of an existing item
Fetch item
Fetches the details of an existing item by UID
Fetch customer
Fetches the details of an existing customer
Fetch employee
Fetches an employee by display ID or email
Fetch invoice
Fetches an invoice by UID
Fetch bill
Fetches a bill by type and ID
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.
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What is MYOB AccountRight Live?
MYOB (Mind Your Own Business) offers business management solutions like accounting, payment, CRM, and professional tax solutions.
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