Integrate Teamgate with Agiled
Send information between Teamgate and Agiled automatically, without writing any code, using Zoho Flow.
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Create a new project in Agiled for every deal won in Teamgate
Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Agiled for every deal won in your Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Agiled.
Create a new project in Agiled for every deal won in Teamgate
Teamgate + Agiled
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Supported triggers and actions
Integrate Teamgate and Agiled using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Person created
Triggers when a new person is created
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
Lead created
Triggers when a new lead is created
Client created
Triggers when a new client is created
Contract created
Triggers when a new contract is created
Employee created
Triggers when a new employee is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product is created
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Create person
Creates a new person
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.
Fetch lead
Fetches a lead using ID or name
Create client
Creates a new client
Create expense
Creates a new expense
Create ticket
Creates a new ticket
Create employee
Creates a new employee
Create task
Creates a new task
Create project
Creates a new project
Create lead
Creates a new lead
Create product
Creates a new product
Create contract
Creates a new contract
Update project
Updates the details of an existing project
Update contract
Updates the details of an existing contract
Update product
Updates the details of an existing product
Update employee
Updates the details of an existing employee
Update lead
Updates the details of an existing lead
Fetch tax
Fetches the list of existing taxes
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 Agiled?
Agiled is an all-in-one business management platform designed to help you manage employees, projects, tasks, track expenses, and send professional invoices.
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
