Integrate Teamgate with Motion
Send information between Teamgate and Motion automatically, without writing any code, using Zoho Flow.
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Generate a new project in Motion 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 Motion 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 Motion.
Generate a new project in Motion for every deal successfully closed in Teamgate
Teamgate + Motion
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Supported triggers and actions
Integrate Teamgate and Motion 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
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 task
Creates a new task
Create comment
Creates a new comment
Create recurring task
Creates a recurring task
Create project
Creates a new project
Move task
Moves an existing task from one workspace to another
Update task
Updates the details of an existing task
Fetch task by ID
Fetches the details of an existing task using ID
Fetch task by name
Fetches the details of an existing task using name
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 Motion?
Motion is an artificial intelligence tool that can schedule and reschedule meetings, complete tasks, create projects, and more.
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We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
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