Integrate Teamgate with Timely

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

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Generate a new project in Timely for every deal successfully closed in Teamgate

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will create a new project in Timely for every deal won in your Teamgate.

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

Teamgate + Timely

Build your own integrations between Teamgate and Timely

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Supported triggers and actions

Integrate Teamgate and Timely 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

Event created for user

Triggers when a new event is created for the selected user

Project created

Triggers when a new project is created

Event created

Triggers when a new event is created

Team created

Triggers when a new team is created

Client created

Triggers when a new client is created for the selected account

Event created in project

Triggers when a new event is created in the selected project

User added

Triggers when a new user is added

Account created

Triggers when a new account 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

Add user

Adds a new user

Create event in project

Creates a new event in the selected project

Create client

Creates a new client

Create event for user

Creates a new event for the selected user

Create project

Creates a new project

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 Timely?

Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.

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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