

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.
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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.
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