Integrate Tookan with Teamgate

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

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Set up a new deal in Teamgate for every new order placed through Tookan

Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This flow will set up a new deal in Teamgate for each new order placed in Tookan.

How it works
  1. The flow triggers when a new order is created in Tookan.
  2. Zoho Flow creates a new deal in Teamgate.
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Set up a new deal in Teamgate for every new order placed through Tookan

Tookan + Teamgate

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Supported triggers and actions

Integrate Tookan and Teamgate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Task updated

Triggers when the details of an existing task are updated

Order created

Triggers when a new order is created

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 delivery task

Creates a new delivery task

Create merchant

Creates a new merchant

Create pickup and delivery task

Creates a new pickup and delivery task

Create appointment task

Creates a new appointment task

Create agent

Creates a new agent

Create customer

Creates a new customer

Create pickup task

Creates a new pickup task

Update job date

Updates the existing job date

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

What is Tookan?

Tookan is a delivery management platform that allows you to navigate to multiple destinations, collect digital signatures, and customize alerts.

Shipping Signature

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

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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Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

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Technical and Operations Head, TruAct

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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