Integrate Teamgate with Shortcut
Send information between Teamgate and Shortcut automatically, without writing any code, using Zoho Flow.
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Create a project within Shortcut for every accomplished deal in Teamgate
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Shortcut for every accomplished deal in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Shortcut.
Create a project within Shortcut for every accomplished deal in Teamgate
Teamgate + Shortcut
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Supported triggers and actions
Integrate Teamgate and Shortcut 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
Comment added
Triggers when a new comment is added
Milestone created
Triggers when a new milestone is created
Epic created
Triggers when a new epic is created
Story created
Triggers when a new story 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 iteration
Creates a new iteration
Create story
Creates a new story in the selected project
Create comment
Creates a new comment in a selected story
Create team
Creates a new team
Create label
Creates a new label
Create category
Creates a new category
Create epic
Creates a new epic
Create milestone
Creates a new milestone
Create project
Creates a new project
Update label
Updates the details of an existing label
Update team
Update details of an existing team
Update story
Updates the details of an existing story
Update epic
Updates the details of an existing epic
Update iteration
Update details of an existing iteration
Fetch team
Fetch the details of an existing team using ID
Fetch epic
Fetch the details of an existing epic using 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.
Similar apps
What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
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.
Learn more >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
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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
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
