Teamgate
When this happens...
TeamgateNew Won Deal (Deprecated)
Then do this...
XeroCreate Sales Invoice

Once you close, there's follow up work—and admin—to do. Streamline the process by setting up this integration. It will then trigger every time you win a deal on Teamgate, auto-creating the invoice for it on Xero so that your paperwork is set up instantly, ready for your customer.

How this Xero-Teamgate integration works

  1. A new deal is won on Teamgate
  2. Zapier automatically creates a new invoice for it on Xero

Apps involved

  • Xero
  • Teamgate

Why Zapier?

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It's easy to connect Teamgate + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Person

Triggers when a new person is created.

Create Company

Creates a new company.

New Lead

Triggers when a new lead is created.

Create Lead

Creates a new lead.

New Deal

Triggers when a new deal is created.

Create Person

Creates a new person.

New Bill

Triggered when you add a new bill. (Accounts Payable)

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

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Become a Zapier Integration Partner

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

See Xero Integrations