Integrate Teamgate with awork
Send information between Teamgate and awork automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in awork for every deal won in Teamgate
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in awork 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 awork.
Create a new project in awork for every deal won in Teamgate
Teamgate + awork
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Supported triggers and actions
Integrate Teamgate and awork using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Lead converted to person
Triggers when a lead is converted to person
Company created
Triggers when a new company is created
Lead created
Triggers when a new lead is created
Deal won
Triggers when a deal is won
Lead unqualified
Triggers when a lead is unqualified
Deal lost
Triggers when a deal is lost
Person created
Triggers when a new person is created
Project status updated
Triggers when a project status is updated
Project created
Triggers when a new project is created
Task status updated
Triggers when a task status is updated
Task created
Triggers when a new task is created in a project
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create person
Creates a new person
Create lead
Creates a new lead
Create deal
Creates a new deal
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 user
Fetches the details of the specified user using ID, name or email address.
Fetch lead
Fetches a lead using ID or name
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Add client
Creates a new client
Create project
Creates a new project
Create project task
Creates a new project task
Update project status
Changes the status of the selected project
Update task status
Changes the status of the specified task
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 awork?
awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.
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