Integrate Teamgate with awork

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

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Create a new project in awork for every deal won in Teamgate

Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in awork 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 awork.
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Create a new project in awork for every deal won in Teamgate

Teamgate + awork

Build your own integrations between Teamgate and awork

Connect Teamgate and awork with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamgate and awork using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Lead unqualified

Triggers when a lead is unqualified

Deal won

Triggers when a deal is won

Person created

Triggers when a new person is created

Deal lost

Triggers when a deal is lost

Lead converted to person

Triggers when a lead is converted to person

Deal created

Triggers when a new deal is created

Project status updated

Triggers when a project status is updated

Task status updated

Triggers when a task status is updated

Task created

Triggers when a new task 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 deal

Creates a new deal

Create lead

Creates a new lead

Create person

Creates a new person

Fetch user

Fetches the details of the specified user using ID, name or email address.

Fetch product

Fetches the details of the specified product using company ID, name or SKU.

Fetch lead

Fetches a lead using ID or name

Fetch comapny

Fetches a company using company name, code or email address.

Fetch people

Fetches the details of the specified people using ID, name, email address or phone number.

Create project

Creates a new project

Add client

Creates a new client

Create project task

Creates a new project task

Update project status

Changes the status of the selected project

Update task status

Changes the status of the specified task

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 awork?

awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, and more.

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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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

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