Integrate Teamgate with Wild Apricot

Send information between Teamgate and Wild Apricot automatically, without writing any code, using Zoho Flow.

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Create an invoice in Wild Apricot for the latest closed deals in Teamgate

Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Wild Apricot for every finalised deal in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new invoice in Wild Apricot.
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Create an invoice in Wild Apricot for the latest closed deals in Teamgate

Teamgate + Wild Apricot

Build your own integrations between Teamgate and Wild Apricot

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Supported triggers and actions

Integrate Teamgate and Wild Apricot 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

Contact created or updated

Triggers when a contact is created or updated

Payment created or updated

Triggers when a payment is created or updated

Event registration created or updated

Triggers when an event registration is created or updated

Event created or updated

Triggers when an event is created or updated

Invoice created or updated

Triggers when an invoice is created or 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.

Fetch event registration

Fetches the details of an existing event registration

Check-in or check-out event attendee

Marks an event attendee as checked-in or check-out

Create invoice

Creates a new invoice

Create event

Creates a new event

Create event registration

Creates a new event registration for an existing contact

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Update event registration

Updates the details of an existing event registration

Update event

Updates the details of an existing event

Fetch event

Fetches the details of an existing event

Fetch invoice

Fetches the details of an existing invoice

Fetch contact

Fetches the details of an existing contact

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.

CRM

What is Wild Apricot?

Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.

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.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

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Sales Director, Artico

Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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