Integrate Teamgate with Onpipeline
Send information between Teamgate and Onpipeline automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Teamgate and Onpipeline 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
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Event updated
Triggers when a calendar event is updated
Deal updated as open
Triggers when the status of a deal is updated as open
Deal updated
Triggers when the details of an existing deal are updated
Person added
Triggers when a new contact person is added
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.
Add widget
Adds a new widget
Create deal
Creates a new deal
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add organization
Adds a new organization
Add note
Adds a new note
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Update person
Updates the details of an existing contact person
Fetch event
Fetches the details of an existing event by ID
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
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 Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
