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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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“With webhook support and a rich ecosystem of business apps, Zoho Flow has helped us automate our order fulfilment process, and also allowed us more control over data and their movement across apps. The platform is very intuitive and easy to use.”