Integrate Teamgate with Teamwork Projects
Send information between Teamgate and Teamwork Projects automatically, without writing any code, using Zoho Flow.
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Create a new project in Teamwork Projects for every deal won in Teamgate
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Teamwork Projects for every deal successfully closed in Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Teamwork Projects.
Create a new project in Teamwork Projects for every deal won in Teamgate
Teamgate + Teamwork Projects
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Supported triggers and actions
Integrate Teamgate and Teamwork Projects 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 milestone
Triggers when a new milestone is created in the selected project
New task
Triggers when a new task is created in the selected project
New task list
Triggers when a new task list is created in the selected project
New person
Triggers when a new person is added
New message
Triggers when a new message is created in the selected project
New company
Triggers when a new company is created
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New person in project
Triggers when a new person is added in the selected project
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 milestone
Creates a new milestone in the selected project
Create task
Creates a new task in the selected task list
Add person
Adds a new person
Create message
Creates a new message in the selected project
Create project
Creates a new project
Create company
Creates a new company
Create time entry
Creates a new time entry in the selected project
Fetch task
Fetches the details of an existing task
Fetch company
Fetches the details of an existing company
Fetch person
Fetches the details of a person by person ID or email address
Fetch tag
Fetches the details of a tag by ID or name
Fetch project
Fetches the details of an existing 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.
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What is Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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