Integrate Teamgate with Easy Projects

Send information between Teamgate and Easy Projects automatically, without writing any code, using Zoho Flow.

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Generate a new project in Easy Projects for every deal successfully closed in Teamgate

Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Easy Projects for every deal successfully closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Easy Projects.
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Generate a new project in Easy Projects for every deal successfully closed in Teamgate

Teamgate + Easy Projects

Build your own integrations between Teamgate and Easy Projects

Connect Teamgate and Easy Projects with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamgate and Easy Projects 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

New activity message

Triggers when a new message is posted in the selected activity

New project

Triggers when a new project is created

New project message

Triggers when a new message is posted in the selected project

Updated project

Triggers when an existing project is updated

New user

Triggers when a new user is created

New project activity

Triggers when a new activity is created in the selected project

New customer

Triggers when a new customer is created

Updated activity

Triggers when an existing activity is updated

New activity

Triggers when a new activity is created

New time log

Triggers when a time log is created

Updated time log

Triggers when an existing time log 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

Create time log

Creates a new time log

Create customer

Creates a new customer

Create activity

Creates a new activity

Post activity message

Posts a new message in an activity

Update user

Updates the details of an existing user

Create User

Creates a new user

Create project

Creates a new project

Post project message

Posts a new message in a project

Update customer

Updates the details of an existing customer

Update activity

Updates an existing activity

Update project

Updates an existing project

Update time log

Updates an existing time log

Fetch time log

Fetches an existing time log by its unique ID

Fetch activity

Fetches an existing activity by its unique ID

Fetch project

Fetches an existing project by its unique ID

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.

CRM

What is Easy Projects?

Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.

Project Management

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.

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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.

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