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

Build your own integrations between Teamgate and 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

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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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