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
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new invoice in ProWorkflow.
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 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
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
Message created
Triggers when a new message is added
Project created
Triggers when a new project is added
Task created
Triggers when a new task is added
Quote created
Triggers when a new quote is added
Invoice created
Triggers when a new invoice is added
Company created
Triggers when a new company 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
Contact created
Triggers when a new contact is added
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create company
Creates a new company
Create deal
Creates a new deal
Create lead
Creates a new lead
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.
Add project
Creates a new project
Add expense
Creates a new expense
Add invoice
Creates a new invoice
Add company
Creates a new company
Add contact
Creates a new contact
Find project
Fetches the details of an existing project
Find contact
Fetches the details of an existing contact using username or email address
Find company
Fetches the details of an existing company by name or email address
Find 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 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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
