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
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Teamwork Projects.
Create a new project in Teamwork Projects for every deal won in Teamgate
Teamgate + Teamwork Projects
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Supported triggers and actions
Integrate Teamgate and Teamwork Projects 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 person in project
Triggers when a new person is added in the selected project
New message
Triggers when a new message is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
New task
Triggers when a new task is created 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
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 message
Creates a new message in the selected project
Create project
Creates a new project
Create time entry
Creates a new time entry in the selected project
Create task
Creates a new task in the selected task list
Create company
Creates a new company
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Fetch tag
Fetches the details of a tag by ID or name
Fetch project
Fetches the details of an existing 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 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.
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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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