![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Integrate Teamgate with LiquidPlanner
Send information between Teamgate and LiquidPlanner automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create a new project in LiquidPlanner for every deal won in your Teamgate
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in LiquidPlanner for every deal successfully closed in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in LiquidPlanner.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create a new project in LiquidPlanner for every deal won in your Teamgate
Teamgate + LiquidPlanner
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Teamgate and LiquidPlanner
Connect Teamgate and LiquidPlanner with over 750+ 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 LiquidPlanner using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Person created
Triggers when a new person is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Company created
Triggers when a new company is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Lead unqualified
Triggers when a lead is unqualified
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Deal created
Triggers when a new deal is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Lead created
Triggers when a new lead is created
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Deal lost
Triggers when a deal is lost
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Lead converted to person
Triggers when a lead is converted to person
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Deal won
Triggers when a deal is won
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Client added or updated
Triggers when a new client is added or details of an existing client are updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Task created or updated
Triggers when a task is created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Package added or updated
Triggers when a package is added or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Document created or updated
Triggers when a document is created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Comment created or updated
Triggers when a comment is created or updated
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Project created or updated
Triggers when a project is created or updated
All Actions - Actions are the automated tasks
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Create lead
Creates a new lead
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Create company
Creates a new company
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Create deal
Creates a new deal
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Create person
Creates a new person
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Fetch user
Fetches the details of the specified user using ID, name or email address.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Fetch comapny
Fetches a company using company name, code or email address.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
![](https://flow-ca-public.nimbuspop.com/flow-apps/teamgate.png)
Fetch lead
Fetches a lead using ID or name
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create task
Creates a new task
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create package
Creates a new package
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create project
Creates a new project
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create event
Creates a full day event
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create milestone
Creates a new milestone
![](https://flow-ca-public.nimbuspop.com/flow-apps/liquidplanner.png)
Create folder
Creates a new folder
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 LiquidPlanner?
LiquidPlanner is project management software for teams. Manage time and resources flexibly, set dependencies, and ensure punctual delivery with deadline alerts.
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