Integrate Teamgate with Printavo
Send information between Teamgate and Printavo automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Printavo for newly closed deals in Teamgate
Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will create a fresh invoice in Printavo for every finalised deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new order invoice in Printavo.
Generate an invoice in Printavo for newly closed deals in Teamgate
Teamgate + Printavo
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Supported triggers and actions
Integrate Teamgate and Printavo 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 customer
Triggers when a new customer is created
New invoice
Triggers when a new order invoice is created
New task
Triggers when a new task is created
New expense
Triggers when a new expense is created
New invoice status
Triggers when a new invoice status is created
New user
Triggers when a new user is created
New inquiry
Triggers when a new inquiry is created
Updated invoice
Triggers when the details of an existing order invoice are updated
New payment
Triggers when a new payment is recorded
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 invoice
Creates a new order invoice
Create inquiry
Creates a new inquiry
Create customer
Creates a new customer
Create expense
Creates a new expense
Create task
Creates a new task
Fetch customer by ID
Fetches the details of an existing customer by ID
Fetch invoice by ID
Fetches the details of an existing invoice by 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.
Similar apps
What is Printavo?
Printavo is screen printing software. You can manage users, create shipping labels for orders, and view the history of changes on your activity feed.
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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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
