Integrate Teamgate with Shortcut

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

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Create a project within Shortcut for every accomplished deal in Teamgate

Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Shortcut for every accomplished deal in Teamgate.

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

Teamgate + Shortcut

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Supported triggers and actions

Integrate Teamgate and Shortcut 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

Epic created

Triggers when a new epic is created

Comment added

Triggers when a new comment is added

Milestone created

Triggers when a new milestone is created

Story created

Triggers when a new story is created in a project

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 epic

Creates a new epic

Create label

Creates a new label

Create comment

Creates a new comment in a selected story

Create team

Creates a new team

Create story

Creates a new story in the selected project

Create category

Creates a new category

Create iteration

Creates a new iteration

Create milestone

Creates a new milestone

Create project

Creates a new project

Update epic

Updates the details of an existing epic

Update iteration

Update details of an existing iteration

Update story

Updates the details of an existing story

Update label

Updates the details of an existing label

Update team

Update details of an existing team

Fetch epic

Fetch the details of an existing epic using ID

Fetch team

Fetch the details of an existing team using 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.

CRM

What is Shortcut?

Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.

Project Management

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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Technical Engineer, Master Liveaboards

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