Integrate Teamgate with Jira Cloud

Send information between Teamgate and Jira Cloud automatically, without writing any code, using Zoho Flow.

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Create a new project in Jira Cloud for every deal won in your Teamgate

Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Jira Cloud for every deal won in your Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Jira Cloud.
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Create a new project in Jira Cloud for every deal won in your Teamgate

Teamgate + Jira Cloud

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Supported triggers and actions

Integrate Teamgate and Jira Cloud 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

Comment updated

Triggers when an existing comment is updated

Issue status updated

Triggers when the status of an issue is updated

Comment created

Triggers when a new comment is created

Version released

Triggers when a version is released

Work log created

Triggers when a new work log created

Version created

Triggers when a new version is created for an existing project

Issue updated

Triggers when the details of an existing issue are updated

Work log updated

Triggers when the details of an existing work log are updated

Project updated

Triggers when the details of an existing project are updated

Issue created

Triggers when a new issue is created

Project created

Triggers when a new project is created

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.

Create comment

Creates a new comment for the specified issue

Create issue

Creates a new issue in the selected project

Create user

Creates a new user

Create project

Creates a new project

Update issue

Updates the details of the specified issue

Fetch user

Fetches the details of an existing user by email address

Fetch project

Fetches the details of an existing project by project ID or key

Fetch issue attribute

Fetches the attributes of an existing issue

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 Jira Cloud?

Jira Cloud is project management software for agile teams. With features such as backlog prioritization, issue tracking, and sprint planning, you can plan and execute your projects effectively.

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.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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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 had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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