Integrate Teamgate with Wild Apricot
Send information between Teamgate and Wild Apricot automatically, without writing any code, using Zoho Flow.
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Create an invoice in Wild Apricot for the latest closed deals in Teamgate
Ensure smooth transactions with instant, error-free invoices after deal closure. This flow will create a fresh invoice in Wild Apricot 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 Wild Apricot.
Create an invoice in Wild Apricot for the latest closed deals in Teamgate
Teamgate + Wild Apricot
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Supported triggers and actions
Integrate Teamgate and Wild Apricot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
Person created
Triggers when a new person is created
Event registration created or updated
Triggers when an event registration is created or updated
Invoice created or updated
Triggers when an invoice is created or updated
Contact created or updated
Triggers when a contact is created or updated
Event created or updated
Triggers when an event is created or updated
Payment created or updated
Triggers when a payment is created or updated
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create person
Creates a new person
Create deal
Creates a new deal
Create company
Creates a new company
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 people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch comapny
Fetches a company using company name, code or email address.
Check-in or check-out event attendee
Marks an event attendee as checked-in or check-out
Fetch event registration
Fetches the details of an existing event registration
Create contact
Creates a new contact
Create event registration
Creates a new event registration for an existing contact
Create event
Creates a new event
Create invoice
Creates a new invoice
Update event
Updates the details of an existing event
Update event registration
Updates the details of an existing event registration
Update contact
Updates the details of an existing contact
Fetch contact
Fetches the details of an existing contact
Fetch invoice
Fetches the details of an existing invoice
Fetch event
Fetches the details of an existing event
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 Wild Apricot?
Wild Apricot is a membership management solution that helps you automate and simplify membership tasks in your organization. It provides features such as member management, website builder, event management, payments, and more.
Similar apps
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Technical Engineer, Master Liveaboards
