Integrate Teamgate with Breeze
Send information between Teamgate and Breeze automatically, without writing any code, using Zoho Flow.
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Create a new project in Breeze for every deal won in your Teamgate
Automate the process of initiating projects for closed deals to accelerate project initiation. This flow will generate a fresh project in Breeze 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 Breeze.
Create a new project in Breeze for every deal won in your Teamgate
Teamgate + Breeze
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Supported triggers and actions
Integrate Teamgate and Breeze 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
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Task updated
Triggers when a 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 project
Creates a new project
Create to-do
Creates a new to-do in to-do list
Create to-do list
Creates a new to-do list for a task
What is Breeze?
Breeze is a simple project management application that provides features like boards, time tracking, to-dos 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.
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Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
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