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Teamgate supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new lead is created
Triggers when a new company is created
Triggers when a lead is unqualified
Triggers when a deal is won
Triggers when a new person is created
Triggers when a deal is lost
Lead converted to person
Triggers when a lead is converted to person
Triggers when a new deal is created
All Actions - Action are the automated tasks
Creates a new company
Creates a new deal
Creates a new lead
Creates a new person
Fetches the details of the specified user using ID, name or email address.
Fetches the details of the specified product using company ID, name or SKU.
Fetches a lead using ID or name
Fetches a company using company name, code or email address.
Fetches the details of the specified people using ID, name, email address or phone number.
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What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing.” Know more