Integrate Teamgate with Jira cloud

Send information between Teamgate and Jira cloud automatically, without writing any code, using Zoho Flow.

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Create a new project in Jira Cloud for every deal won in your Teamgate

Promptly kickstart projects for closed deals to reduce any downtime. This flow will create a new project in Jira Cloud for every deal won in your Teamgate.

How it works
  1. The flow triggers when a deal is won in Teamgate.
  2. Zoho Flow creates a new project in Jira Cloud.
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Create a new project in Jira Cloud for every deal won in your Teamgate

Teamgate + Jira cloud

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Supported triggers and actions

Integrate Teamgate and Jira cloud using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Person created

Triggers when a new person is created

Deal won

Triggers when a deal is won

Lead unqualified

Triggers when a lead is unqualified

Company created

Triggers when a new company is created

Lead created

Triggers when a new lead is created

Deal created

Triggers when a new deal is created

Lead converted to person

Triggers when a lead is converted to person

Deal lost

Triggers when a deal is lost

Comment created

Triggers when a new comment is added to the issue

Comment updated

Triggers when a comment is updated to the issue

User created

Triggers when a user is created

Work log updated

Triggers when a work log is updated

Version released

Triggers when a project version is released

Project updated

Triggers when a project is updated

Work log created

Triggers when a new work log created

Project created

Triggers when a new project is created

Issue updated in selected type

Triggers when an issue is updated in a selected project and issue type

Version created

Triggers when a new project version is created

Issue created

Triggers when a new issue is created

Issue created in selected type

Triggers when a new issue of the selected type is created

Issue updated

Triggers when an issue is updated

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create deal

Creates a new deal

Create company

Creates a new company

Create person

Creates a new person

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 worklog

Creates a new issue worklog

Create user

Creates a new user

Create issue

Creates a new issue in a selected project and issue type

Create comment

Creates a new comment for the specified issue

Create project

Creates a new project

Update issue

Updates the details of the specified issue

Fetch issue

Fetches the details of an existing issue

Fetch user

Fetches the details of an existing user

Fetch issue field options

Fetches the specific issue field options by using its ID or name

Fetch project

Fetches the details of an existing project

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.

CRM

What is Jira cloud?

Jira Cloud is a project management software for agile teams. You can prioritize backlogs, track issues, and plan sprints to manage your projects effectively.

Build comprehensive workflows using

Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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

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