Integrate Teamgate with MeisterTask
Send information between Teamgate and MeisterTask automatically, without writing any code, using Zoho Flow.
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Generate a new project in MeisterTask for every deal successfully closed in Teamgate
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in MeisterTask 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 MeisterTask.
Generate a new project in MeisterTask for every deal successfully closed in Teamgate
Teamgate + MeisterTask
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Supported triggers and actions
Integrate Teamgate and MeisterTask 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
New section
Triggers when a new section is created
New task in project
Triggers when a new task is created in the selected project
New project
Triggers when a new project is created
New task in section
Triggers when a new task is added in the selected section
New person
Triggers when a new person is added to a project
Task completed
Triggers when a task is completed
New task created
Triggers when a new task 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 task
Creates a new task in the selected section
Fetch person
Fetches a person by their unique ID
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 MeisterTask?
MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.
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