Integrate Teamgate with ProductPlan
Send information between Teamgate and ProductPlan automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Teamgate and ProductPlan using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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
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
Roadmap created
Triggers when a new roadmap is created
Planned bar created
Triggers when a new planned bar is created
External link created
Triggers when a new external link is created
Parked bar created
Triggers when a new parked bar is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create deal
Creates a new deal
Create company
Creates a new company
Create lead
Creates a new lead
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.
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.
Create comment
Creates a new comment
Create external link
Creates a new external link
Create parked bar
Creates a new bar with a status of parked
Update parked bar
Updates the details of an existing parked bar
Update planned bar
Updates the details of an existing planned bar
Update external link
Updates the details of an existing external link
Fetch comment
Fetches the details of an existing comment using ID
Fetch parked bar
Fetches the details of an existing parked bar using ID
Fetch roadmap
Fetches the details of an existing roadmap using ID
Fetch planned bar
Fetches the details of an existing planned bar using ID
Fetch external link
Fetches the details of an existing external link using ID
Fetch planned bar by name
Fetches the details of an existing planned bar using planned bar name
Fetch parked bar by name
Fetches the details of an existing parked bar using parked bar name
Fetch roadmap by name
Fetches the details of an existing roadmap using roadmap name
Fetch external link by name
Fetches the details of an existing external link using external link name
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 ProductPlan?
ProductPlan is an easy-to-use roadmap software application that lets product managers build and share beautiful product roadmaps.
Similar apps
Build comprehensive workflows using
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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