Integrate Teamgate with Easy Projects
Send information between Teamgate and Easy Projects automatically, without writing any code, using Zoho Flow.
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Generate a new project in Easy Projects for every deal successfully closed in Teamgate
Initiate a project promptly following the closure of a deal. This flow will generate a fresh project in Easy 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 Easy Projects.
Generate a new project in Easy Projects for every deal successfully closed in Teamgate
Teamgate + Easy Projects
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Supported triggers and actions
Integrate Teamgate and Easy Projects using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal lost
Triggers when a deal is lost
Lead unqualified
Triggers when a lead is unqualified
Deal won
Triggers when a deal is won
Lead created
Triggers when a new lead is created
Company created
Triggers when a new company is created
Lead converted to person
Triggers when a lead is converted to person
Deal created
Triggers when a new deal is created
Person created
Triggers when a new person is created
New project activity
Triggers when a new activity is created in the selected project
Updated activity
Triggers when an existing activity is updated
New time log
Triggers when a time log is created
New project message
Triggers when a new message is posted in the selected project
Updated time log
Triggers when an existing time log is updated
New activity message
Triggers when a new message is posted in the selected activity
New activity
Triggers when a new activity is created
New project
Triggers when a new project is created
Updated project
Triggers when an existing project is updated
All Actions - Actions are the automated tasks
Create lead
Creates a new lead
Create person
Creates a new person
Create deal
Creates a new deal
Create company
Creates a new company
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 people
Fetches the details of the specified people using ID, name, email address or phone number.
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch comapny
Fetches a company using company name, code or email address.
Create time log
Creates a new time log
Post project message
Posts a new message in a project
Create activity
Creates a new activity
Create project
Creates a new project
Post activity message
Posts a new message in an activity
Update project
Updates an existing project
Update time log
Updates an existing time log
Update activity
Updates an existing activity
Fetch activity
Fetches an existing activity by its unique ID
Fetch time log
Fetches an existing time log by its unique ID
Fetch project
Fetches an existing project by its unique 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.
Similar apps
What is Easy Projects?
Easy Projects is a customizable project management tool. You can decide where you want your data to be hosted, manage resources, and communication easily with your team or external customers.
Build comprehensive workflows using
Webhook triggers
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Logic
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Custom functions
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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more
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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
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Technical Engineer, Master Liveaboards
