Integrate Teamgate with MeisterTask
Send information between Teamgate and MeisterTask automatically, without writing any code, using Zoho Flow.
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Generate a new project in MeisterTask for every deal successfully closed in Teamgate
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in MeisterTask 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 MeisterTask.
Generate a new project in MeisterTask for every deal successfully closed in Teamgate
Teamgate + MeisterTask
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Supported triggers and actions
Integrate Teamgate and MeisterTask 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 project
Triggers when a new project is created
New task in section
Triggers when a new task is added in the selected section
New person
Triggers when a new person is added to a project
New section
Triggers when a new section is created
New task
Triggers when a new task is created
Task completed
Triggers when a task is completed
New task in project
Triggers when a new task is created in the selected project
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 tag
Creates a new tag in the selected project
Create task
Creates a new task in the selected section
Create comment
Creates a new comment in a specific task
Create section
Creates a new section in the selected project
Add tag to task
Creates a new tag in the selected task
Create project
Creates a new project
Update task
Update task by specific task id.
Update project
Updates the details of an existing project
Update section
Update section by specific section id.
Fetch project
Fetches the details of an existing project using project ID
Fetch section
Fetches the details of an existing section using section ID
Fetch person
Fetches the details of an existing person using unique ID
Fetch task
Fetches the details of an existing task using task 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.
Similar apps
What is MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
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