Integrate Teamgate with Paymo
Send information between Teamgate and Paymo automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Paymo.
Create a new project in Paymo for every deal won in your Teamgate
Teamgate + Paymo
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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.
Similar apps
What is Paymo?
Paymo is task and project management software. You can monitor activities, track invoices, and manage resources with charts and calendars.
Similar apps
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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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