

Integrate Teamgate with Billy
Send information between Teamgate and Billy automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Billy for newly closed deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Billy 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 Billy.


Generate an invoice in Billy for newly closed deals in Teamgate
Teamgate + Billy

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Supported triggers and actions
Integrate Teamgate and Billy using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Person created
Triggers when a new person is created

Deal lost
Triggers when a deal is lost

Lead unqualified
Triggers when a lead is unqualified

Deal won
Triggers when a deal is won

Lead created
Triggers when a new lead is created

Company created
Triggers when a new company is created

Lead converted to person
Triggers when a lead is converted to person

Deal created
Triggers when a new deal is created

Bill created
Triggers when a new bill is created

Invoice created
Triggers when a new invoice is created

Product created
Triggers when a new product is added

Transaction created
Triggers when a new transaction is created

Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks

Create lead
Creates a new lead

Create company
Creates a new company

Create deal
Creates a new deal

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 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 lead
Fetches a lead using ID or name

Create contact
Creates a new contact

Create product
Creates a new product

Create bill
Creates a new bill

Create invoice
Creates a new invoice

Update product
Updates the details of an existing product

Update bill
Updates the details of an existing bill

Update contact
Updates the details of an existing contact

Update invoice
Updates the details of an existing invoice

Fetch bill
Fetches the details of an existing bill using bill ID

Fetch product
Fetches the details of an existing product using product ID, name or number.

Fetch invoice
Fetches the details of an existing invoice using invoice ID

Fetch contact
Fetches the details of an existing contact using contact ID, name, or email address.
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 Billy?
Billy is a user-friendly accounting software application that lets you send invoices, post invoices, and settle VAT with a few clicks.
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