

Integrate Teamgate with QuickBooks
Send information between Teamgate and QuickBooks automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Generate an estimate within your QuickBooks automatically, When a new deal is created in Teamgate
Generate estimates instantly when a deal is created in your sales CRM, fostering efficiency in your sales and accounting processes. This flow will automatically generate an estimate within your QuickBooks whenever 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 QuickBooks.


Generate an estimate within your QuickBooks automatically, When a new deal is created in Teamgate
Teamgate + QuickBooks


Create an invoice in QuickBooks for newly acquired deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in QuickBooks for every finalised deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice in QuickBooks.


Create an invoice in QuickBooks for newly acquired deals in Teamgate
Teamgate + QuickBooks


Set up a new deal in Teamgate for every new order placed through QuickBooks
Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This flow will set up a new deal in Teamgate for each new order placed in QuickBooks.
How it works
- The flow triggers when a new purchase order is created in QuickBooks.
- Zoho Flow creates a new deal in Teamgate.


Set up a new deal in Teamgate for every new order placed through QuickBooks
QuickBooks + Teamgate

Build your own integrations between Teamgate and QuickBooks
Connect Teamgate and QuickBooks 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 QuickBooks 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

Non-inventory item created
Triggers when a non-inventory item is created

Service item updated
Triggers when any detail of an existing service item is updated

Customer updated
Triggers when any detail of an existing customer is updated

Invoice created
Triggers when a new invoice is created

Customer created
Triggers when a new customer is created

Non-inventory item updated
Triggers when any detail of an existing non-inventory item is updated

Vendor updated
Triggers when the details of an existing vendor are updated

Bill created
Triggers when a bill is created

Service item created
Triggers when a new service item is created

Account created
Triggers when a new account is created

Estimate created
Triggers when a new estimate is created

Deposit added
Triggers when a new deposit is added

Payment received
Triggers when a payment is received

Credit memo updated
Triggers when the details of an existing credit memo are updated

Purchase order created
Triggers when a new purchase order is created

Invoice updated
Triggers when the details of an existing invoice are updated

Vendor created
Triggers when a new vendor is created

Account updated
Triggers when an account is updated

Inventory item created
Triggers when an inventory item is created

Sales receipt created
Triggers when a new sales receipt is created

Estimate updated
Triggers when an estimate is updated

Sales receipt updated
Triggers when the details of an existing sales receipt are updated

Credit memo created
Triggers when a credit memo is created

Inventory item updated
Triggers when any detail of an existing inventory item is updated
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 invoice

Create vendor
Creates a new vendor

Create deposit
Creates a new deposit

Create sales receipt
Creates a new sales receipt

Create payment record
Creates a new payment record

Create bill - Account based
Creates a new account-based bill

Create account
Creates a new account

Create bill - Item based
Creates a new item-based bill

Create customer
Creates a new customer

Create inventory item
Creates a new inventory item

Create non-inventory item
Creates a new non-inventory item

Create estimate
Creates a new estimate

Create service item
Creates a new service item

Create credit memo
Creates a new credit memo

Create transfer
Creates a new transfer

Update item status
Updates the status of the specified item

Update estimate
Updates the estimate by ID

Update customer
Updates the details of an existing customer

Update account
Updates the details of an existing account using account ID

Update invoice
Updates the details of an invoice by ID

Fetch customer type
Fetches the details of a customer type by its name

Fetch vendor by name
Fetches the details of an existing vendor by name

Fetch sales term
Fetches the details of a sales term based on its name

Send sales receipt
Sends an existing sales receipt to the specified email address

Fetch item by SKU
Fetches the details of an existing item using SKU

Fetch deposit
Fetches the details of an existing deposit by its ID

Fetch payment method
Fetches a payment method based on its name

Fetch customer by ID
Fetches the details of an existing customer by ID

Fetch location
Fetches the details of an existing location by name

Fetch transfer
Fetches the details of a transfer based on its ID

Fetch account
Fetches an account by name

Send invoice
Sends an invoice to the specified email address

Fetch customer by name or email
Fetches the details of an existing customer by name or email address

Send estimate
Sends an existing estimate

Fetch vendor by ID
Fetches the details of an existing vendor by ID

Fetch invoice
Fetches the details of an existing invoice by number

Fetch category
Fetches the details of an existing category by name

Fetch item
Fetches the details of an existing item by name
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 QuickBooks?
Quickbooks is an accounting software package that lets you manage expenses, create invoices, and track inventory.
Similar apps
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