Integrate Teamgate with Paymo

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

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Create a new project in Paymo for every deal won in your Teamgate

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

Teamgate + Paymo

Build your own integrations between Teamgate and Paymo

Connect Teamgate and Paymo with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamgate and Paymo using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead unqualified

Triggers when a lead is unqualified

Company created

Triggers when a new company is created

Person created

Triggers when a new person is created

Deal won

Triggers when a deal is won

Lead converted to person

Triggers when a lead is converted to person

Deal lost

Triggers when a deal is lost

Lead created

Triggers when a new lead is created

Deal created

Triggers when a new deal is created

New time entry

Triggers when a new time entry is created

New invoice

Triggers when a new invoice is created

New task

Triggers when a new task is created

New client

Triggers when a new client is created

New task list

Triggers when a new task list is created

New project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create deal

Creates a new deal

Create company

Creates a new company

Create lead

Creates a new lead

Create person

Creates a new person

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch lead

Fetches a lead using ID or name

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch comapny

Fetches a company using company name, code or email address.

Create client

Creates a new client

Create task list

Creates a new task list

Create task

Creates a new task

Create project

Creates a new project

Create time entry

Creates a new time entry

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 Paymo?

Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.

Project Management

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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