Integrate Teamgate with Teamwork Projects

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

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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.
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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 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 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.

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