Integrate Teamgate with Tick

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

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Generate a new project in Tick for every deal successfully closed in Teamgate

Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Tick for every deal successfully closed in Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Tick.
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Generate a new project in Tick for every deal successfully closed in Teamgate

Teamgate + Tick

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Supported triggers and actions

Integrate Teamgate and Tick 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 task

Triggers when a new task is created

New project

Triggers when a new project is created

New time entry

Triggers when a new time entry is created

New client

Triggers when a new client is added

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

Add client

Adds a new client

Create time entry

Creates a new time entry

Add user

Adds a new user

Create project

Creates a new project

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 Tick?

Tick is time-tracking software that lets you manage projects and budget. You can create recurring projects, bill clients, and track progress with powerful reports.

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 has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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