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
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Timely.
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Generate a new project in Timely for every deal successfully closed in Teamgate

Teamgate + Timely

Build your own integrations between Teamgate and Timely

Connect Teamgate and Timely with over 800+ 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 Timely 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

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 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 event in project

Creates a new event in the selected project

Create event for user

Creates a new event for the selected user

Add user

Adds a new user

Create project

Creates a new project

Create client

Creates a new client

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 Timely?

Timely is an automatic time tracking and project management tool. You can track milestones, group activities together, and create detailed timesheets and reports.

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.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

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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Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

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