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
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Timely.
Generate a new project in Timely for every deal successfully closed in Teamgate
Teamgate + 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.
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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.
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Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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CEO, OpIndia
Endless integrations. End to manual work.
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