Integrate Teamgate with ProWorkflow

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

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Create an invoice in ProWorkflow for newly acquired deals in Teamgate

Generate invoices promptly upon deal closure to ensure quick payments and enhance customer satisfaction. This flow will prepare a new invoice in ProWorkflow each time a deal is won in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new invoice in ProWorkflow.
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Create an invoice in ProWorkflow for newly acquired deals in Teamgate

Teamgate + ProWorkflow

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Supported triggers and actions

Integrate Teamgate and ProWorkflow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal created

Triggers when a new deal is created

Lead created

Triggers when a new lead is created

Deal lost

Triggers when a deal is lost

Lead converted to person

Triggers when a lead is converted to person

Deal won

Triggers when a deal is won

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Lead unqualified

Triggers when a lead is unqualified

Company created

Triggers when a new company is added

Invoice created

Triggers when a new invoice is added

Contact created

Triggers when a new contact is added

Invoice updated

Triggers when the details of an existing invoice are edited

Task updated

Triggers when the details of an existing task are updated

Project created

Triggers when a new project is added

Message created

Triggers when a new message is added

Quote created

Triggers when a new quote is added

Task created

Triggers when a new task is added

All Actions - Actions are the automated tasks

Create person

Creates a new person

Create lead

Creates a new lead

Create company

Creates a new company

Create deal

Creates a new deal

Fetch lead

Fetches a lead using ID or name

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.

Add invoice

Creates a new invoice

Add expense

Creates a new expense

Add contact

Creates a new contact

Add company

Creates a new company

Add project

Creates a new project

Find invoice

Fetches the details of an existing invoice

Find project

Fetches the details of an existing project

Find company

Fetches the details of an existing company by name or email address

Find contact

Fetches the details of an existing contact using username 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.

CRM

What is ProWorkflow?

ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, 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.

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 >

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