Integrate Teamgate with MeisterTask

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

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

Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in MeisterTask 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 MeisterTask.
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Generate a new project in MeisterTask for every deal successfully closed in Teamgate

Teamgate + MeisterTask

Build your own integrations between Teamgate and MeisterTask

Connect Teamgate and MeisterTask with over 850+ 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 MeisterTask 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

New section

Triggers when a new section is created

New task created

Triggers when a new task is created

New task in section

Triggers when a new task is added in the selected section

New task in project

Triggers when a new task is created in the selected project

Task completed

Triggers when a task is completed

New person

Triggers when a new person is added to a project

New project

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 task

Creates a new task in the selected section

Fetch person

Fetches a person by their unique ID

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 MeisterTask?

MeisterTask is a collaborative project management tool. You can visually plan projects, add relationships among tasks, and track your team's progress.

Build comprehensive workflows using

Webhook triggers

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Logic

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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