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
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Tick.
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.
Similar apps
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.
Similar apps
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