Integrate Teamgate with awork
Send information between Teamgate and awork automatically, without writing any code, using Zoho Flow.
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Create a new project in awork for every deal won in Teamgate
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in awork for every deal successfully closed in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in awork.
Create a new project in awork for every deal won in Teamgate
Teamgate + awork
Build your own integrations between Teamgate and awork
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Supported triggers and actions
Integrate Teamgate and awork 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
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created in a project
Task status updated
Triggers when a task status is updated
Project status updated
Triggers when a project status is updated
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
Add client
Creates a new client
Create project task
Creates a new task in the selected project
Create project
Creates a new project
Update project status
Changes the status of the selected project
Update task status
Changes the status of the specified task
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.
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What is awork?
awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.
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