Integrate Teamgate with Workstack
Send information between Teamgate and Workstack automatically, without writing any code, using Zoho Flow.
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Create a new project in Workstack for every deal won in your Teamgate
Promptly kickstart projects for closed deals to reduce any downtime. This flow will automatically create a project within Workstack 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 Workstack.
Create a new project in Workstack for every deal won in your Teamgate
Teamgate + Workstack
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Supported triggers and actions
Integrate Teamgate and Workstack 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 todo list
Triggers when a new todo list is created in the selected project
New meeting
Triggers when a new meeting is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New task
Triggers when a new task is created for the selected user
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 todo
Creates a new todo in the selected project
Create project
Creates a new project
Create meeting
Creates a new meeting
Create task
Creates a new task in the selected todo
Create todo list
Creates a new todo list in the selected 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.
Similar apps
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
Similar apps
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Logic
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Custom functions
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