Integrate Teamgate with Active Collab
Send information between Teamgate and Active Collab automatically, without writing any code, using Zoho Flow.
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Create a new project in Active Collab for every deal won in Teamgate
Enure timely project kickoff for closed deals to ensure swift implementation. This flow will create a new project in Active Collab for every deal won in your Teamgate.
How it works
- The flow triggers when a deal is won in Teamgate.
- Zoho Flow creates a new project in Active Collab.
Create a new project in Active Collab for every deal won in Teamgate
Teamgate + Active Collab
Build your own integrations between Teamgate and Active Collab
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Supported triggers and actions
Integrate Teamgate and Active Collab using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal lost
Triggers when a deal is lost
Lead created
Triggers when a new lead is created
Deal won
Triggers when a deal is won
Lead converted to person
Triggers when a lead is converted to person
Company created
Triggers when a new company is created
Person created
Triggers when a new person is created
Deal created
Triggers when a new deal is created
Lead unqualified
Triggers when a lead is unqualified
Task moved
Triggers when a task is moved from one task list to another
Project created
Triggers when a new project is created
Task closed
Triggers when a task is closed
Task list created
Triggers when a new task list is created in a project
Task created
Triggers when a new task is created
Comment added
Triggers when a comment is added to an object
Task updated
Triggers when the details of an existing task is updated
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Fetch lead
Fetches a lead using ID or name
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch comapny
Fetches a company using company name, code or email address.
Create task
Creates a new task
Create company
Creates a new company
Add comment to task
Creates a new comment in the selected task
Add comment to discussion
Adds a new comment to discussion
Create project
Creates a new project
Move task
Moves the specified task to the selected task list
Fetch task
Fetches the details of an existing task
Fetch user
Fetches the details of an existing user by email address
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 Active Collab?
ActiveCollab is a project management solution for creative professionals. It allows you to split projects into tasks and subtasks, track your time, evaluate your progress, and measure the impact your business is making.
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
