Integrate Teamgate with Fortnox
Send information between Teamgate and Fortnox automatically, without writing any code, using Zoho Flow.
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Generate an invoice in Fortnox 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 Fortnox 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 Fortnox.
Generate an invoice in Fortnox for newly closed deals in Teamgate
Teamgate + Fortnox
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Supported triggers and actions
Integrate Teamgate and Fortnox using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
Deal won
Triggers when a deal is won
Lead unqualified
Triggers when a lead is unqualified
Company created
Triggers when a new company is created
Lead created
Triggers when a new lead is created
Deal created
Triggers when a new deal is created
Lead converted to person
Triggers when a lead is converted to person
Deal lost
Triggers when a deal is lost
Article created or updated
Triggers when an article is created or updated
Supplier created or updated
Triggers when a supplier is created or updated
Supplier invoice created or updated
Triggers when a supplier invoice is created or updated
Customer created or updated
Triggers when a customer is created or updated
Order created
Triggers when a new order is created
Invoice created
Triggers when a new invoice is created
Offer created
Triggers when a new offer is created
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create deal
Creates a new deal
Create company
Creates a new company
Create person
Creates a new person
Fetch lead
Fetches a lead using ID or name
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch comapny
Fetches a company using company name, code or email address.
Create article
Creates a new article
Create supplier
Creates a new supplier
Create order
Creates a new order
Create project
Creates a new project
Create supplier invoice
Creates a new supplier invoice
Create voucher
Creates a new voucher
Create customer
Creates a new customer
Create invoice
Creates a new invoice
Create offer
Creates a new offer
Send invoice email
Sends an existing invoice as an email using the configured email information
Update supplier
Updates the details of an existing supplier
Update order
Updates the details of an existing order
Update invoice
Updates the details of an existing invoice
Update article
Updates the details of an existing article
Update customer
Updates the details of an existing customer
Fetch supplier
Fetches the details of an existing supplier
Fetch project
Fetches the details of an existing project
Fetch order
Fetches the existing order details
Fetch supplier invoice
Fetches the details of an existing supplier invoice
Fetch offer
Fetches the details of an existing offer
Fetch article
Fetches the details of an existing article
Fetch customer
Fetches the details of an existing customer
Fetch invoice
Fetches the details of an existing invoice
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 Fortnox?
Fortnox is a cloud-based accounting platform that helps small businesses and accounting agencies manage their finances efficiently.
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