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Integrate Teamgate with Workstack
Send information between Teamgate and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Create a new project in Workstack for every deal won in your Teamgate
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Workstack for every accomplished deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Workstack.
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Create a new project in Workstack for every deal won in your Teamgate
Teamgate + Workstack
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Build your own integrations between Teamgate and Workstack
Connect Teamgate and Workstack 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 Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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Lead unqualified
Triggers when a lead is unqualified
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Company created
Triggers when a new company is created
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Person created
Triggers when a new person is created
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Deal won
Triggers when a deal is won
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Lead converted to person
Triggers when a lead is converted to person
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Deal lost
Triggers when a deal is lost
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Lead created
Triggers when a new lead is created
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Deal created
Triggers when a new deal is created
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New todo list
Triggers when a new todo list is created in the selected project
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New task
Triggers when a new task is created for the selected user
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New todo
Triggers when a new todo is created in the selected project
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New project
Triggers when a new project is created
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New meeting
Triggers when a new meeting is created for the selected user
All Actions - Actions are the automated tasks
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Create deal
Creates a new deal
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Create company
Creates a new company
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Create lead
Creates a new lead
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Create person
Creates a new person
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Fetch product
Fetches the details of the specified product using company ID, name or SKU.
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Fetch user
Fetches the details of the specified user using ID, name or email address.
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Fetch lead
Fetches a lead using ID or name
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Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
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Fetch comapny
Fetches a company using company name, code or email address.
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Create task
Creates a new task in the selected todo
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Create project
Creates a new project
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Create todo list
Creates a new todo list in the selected project
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Create todo
Creates a new todo in the selected project
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Create meeting
Creates a new meeting
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.
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What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
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