Integrate Teamgate with Teamwork Projects

Send information between Teamgate and Teamwork Projects automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

[esc]

Create a new project in Teamwork Projects for every deal won in Teamgate

Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Teamwork Projects for every deal successfully closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Teamwork Projects.
+

Create a new project in Teamwork Projects for every deal won in Teamgate

Teamgate + Teamwork Projects

Build your own integrations between Teamgate and Teamwork Projects

Connect Teamgate and Teamwork Projects 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 Teamwork Projects using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Company created

Triggers when a new company is created

Lead unqualified

Triggers when a lead is unqualified

Deal created

Triggers when a new deal is created

Lead created

Triggers when a new lead is created

Deal lost

Triggers when a deal is lost

Lead converted to person

Triggers when a lead is converted to person

Deal won

Triggers when a deal is won

New project

Triggers when a new project is created

New message

Triggers when a new message is created in the selected project

New person in project

Triggers when a new person is added in the selected project

New company

Triggers when a new company is created

New task list

Triggers when a new task list is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New person

Triggers when a new person is added

New task

Triggers when a new task is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create company

Creates a new company

Create deal

Creates a new deal

Create person

Creates a new person

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch comapny

Fetches a company using company name, code or email address.

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Fetch lead

Fetches a lead using ID or name

Create message

Creates a new message in the selected project

Create project

Creates a new project

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Create task

Creates a new task in the selected task list

Create company

Creates a new company

Create time entry

Creates a new time entry in the selected project

Fetch person

Fetches the details of a person by person ID or email address

Fetch task

Fetches the details of an existing task

Fetch tag

Fetches the details of a tag by ID or name

Fetch project

Fetches the details of an existing project

Fetch company

Fetches the details of an existing company

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 Teamwork Projects?

Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.

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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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

Siddharth Ahuja

CEO, Fabricroot

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

Watch Zoho Flow in action

Play video

Endless integrations. End to manual work.

SIGN UP TODAY