Integrate Teamgate with Roll
Send information between Teamgate and Roll automatically, without writing any code, using Zoho Flow.
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Create a new project in Roll for every deal won in Teamgate
Promptly kickstart projects for closed deals to reduce any downtime. This workflow will initiate a separate project in Roll for every deal won in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Roll.
Create a new project in Roll for every deal won in Teamgate
Teamgate + Roll
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Supported triggers and actions
Integrate Teamgate and Roll 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
Time record created
Triggers when a new time record is created
Company created
Triggers when a new company is created
Project created
Triggers when a new project is created
Task created
Triggers when a new task 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 company
Creates a new company
Create project
Creates a new project
Create task
Creates a new task
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 Roll?
Roll is a project management application that lets you manage projects, track time, assign tasks and more.
Similar apps
Build comprehensive workflows using
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Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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