Integrate Teamgate with Zoho Invoice
Send information between Teamgate and Zoho Invoice automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Generate an invoice in Zoho Invoice for newly closed deals in Teamgate
Ensure prompt billing and payment processing by instantly generating invoices upon deal closure. This flow will create a fresh invoice in Zoho Invoice 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 Zoho Invoice.
Generate an invoice in Zoho Invoice for newly closed deals in Teamgate
Teamgate + Zoho Invoice
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Supported triggers and actions
Integrate Teamgate and Zoho Invoice 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
Payment updated
Triggers when any detail of an existing payment is updated
Item updated
Triggers when any detail of an existing item is updated
Credit note updated
Triggers when the details of an existing credit note are updated
Recurring expense updated
Triggers when the details of an existing recurring expense are updated
Estimate created
Triggers when a new estimate is created in the selected organization
Project created
Triggers when a new project is created
Contact person created
Triggers when a new contact person is created for an existing contact
Invoice updated
Triggers when any detail of an existing invoice is updated
Recurring expense created
Triggers when a new recurring expense is created
Timesheet updated
Triggers when the details of an existing timesheet are updated
Item created
Triggers when a new item is created in the selected organization
Contact updated
Triggers when any detail of an existing contact is updated
Project updated
Triggers when any detail of an existing project is updated
Credit note created
Triggers when a new credit note is created
Invoice created
Triggers when a new invoice is created
Contact created
Triggers when a new contact is created
Timesheet created
Triggers when a new timesheet is created
Payment received
Triggers when a new payment is received
Estimate updated
Triggers when any detail of an existing estimate 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.
Send estimate
Sends an existing estimate to the specified recipients
Create recurring expense
Creates a new recurring expense
Create contact
Creates a new contact
Create retainer invoice
Creates a new retainer invoice
Create item
Creates a new item
Stop timer
Stops the timer that is currently running
Request payment information
Sends a payment information request to the specified email address
Create timesheet
Creates a new timesheet entry
Create invoice
Creates a new invoice
Add address for customer
Adds address details for an existing customer
Send retainer invoice
Sends a retainer invoice to the specified email address
Send invoice
Sends an existing invoice to the specified recipients
Record payment
Records a payment for an existing invoice
Create project
Creates a new project
Create task
Creates a new task in the specified project
Create estimate
Creates a new estimate
Create contact person
Creates a new contact person for the selected contact
Mark as primary contact person
Marks the specified contact person as the primary contact person for the company
Create recurring invoice
Creates a new recurring invoice
Start timer
Starts timer for the selected task
Update timesheet
Updates the details of an existing timesheet
Update project
Updates the details of an existing project
Update invoice
Updates the details of an existing invoice
Update contact person
Updates the details of an existing contact person
Update invoice status
Updates the status of an existing invoice
Update item
Updates the details of an existing item
Create payment link
Creates a payment link
Update contact
Updates the details of an existing contact
Update task
Updates the details of an existing task
Update estimate
Updates the details of an existing estimate
Update payment link
Updates the details of an existing payment link
Fetch estimate
Fetches the details of an existing invoice
Fetch item by SKU
Fetches the details of an existing item by SKU
Fetch project
Fetches the details of an existing project by ID
Fetch public invoice payment link
Fetches the payment link for the specified invoice
Fetch user
Fetches the details of an existing user by ID, name, or email address
Fetch task
Fetches the details of an existing task by ID
Fetch invoice by ID
Fetches the details of an existing invoice by ID
Fetch payment
Fetches the details of an existing payment
Fetch timesheet
Fetches the details of an existing timesheet by ID
Fetch contact by ID
Fetches the details of an existing contact by ID
Fetch contact by email
Fetches the details of an existing contact by email
Fetch invoice by number
Fetches the details of an existing invoice by number
Fetch item by ID
Fetches the details of an existing item by ID
Fetch recurring expense
Fetches the details of an existing recurring expense
Fetch item by name
Fetches the details of an existing item by name
Fetch contact by display name
Fetches the details of an existing contact by display 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 Zoho Invoice?
Zoho Invoice is online invoicing software that helps you craft invoices, automatically send payment reminders and get paid faster online. You can send estimates, track them, turn them into invoices, and get a detailed report of sales, tax, and expenses.
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.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
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
