Integrate Teamgate with QuickFile
Send information between Teamgate and QuickFile automatically, without writing any code, using Zoho Flow.
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Create an invoice in QuickFile for recently won deals in Teamgate
Reduce the time between closing a deal and sending an invoice to improve operational efficiency. This flow will generate a new invoice in QuickFile each time a deal is closed in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice in QuickFile.
Create an invoice in QuickFile for recently won deals in Teamgate
Teamgate + QuickFile
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Supported triggers and actions
Integrate Teamgate and QuickFile 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
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 invoice
Creates a new invoice
Fetch client
Fetches the details of an existing client by company name
Create bank entry
Creates a new bank entry
Add client
Adds a new client
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 QuickFile?
QuickFile is a cloud accounting and bookkeeping tool. You can create a branded online portal, organize receipts, and track VAT returns efficiently.
Similar apps
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