Integrate Tookan with Teamgate

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

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Set up a new deal in Teamgate for every new order placed through Tookan

Enable sales reps to view new orders through the creation of deals in your sales CRM instantly. This flow will set up a new deal in Teamgate for each new order placed in Tookan.

How it works
  1. The flow triggers when a new order is created in Tookan.
  2. Zoho Flow creates a new deal in Teamgate.
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Set up a new deal in Teamgate for every new order placed through Tookan

Tookan + Teamgate

Build your own integrations between Tookan and Teamgate

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Supported triggers and actions

Integrate Tookan and Teamgate using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Order created

Triggers when a new order is created

Task updated

Triggers when the details of an existing task are updated

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

All Actions - Actions are the automated tasks

Create appointment task

Creates a new appointment task

Create pickup and delivery task

Creates a new pickup and delivery task

Create merchant

Creates a new merchant

Create delivery task

Creates a new delivery task

Create pickup task

Creates a new pickup task

Create customer

Creates a new customer

Create agent

Creates a new agent

Update job date

Updates the existing job date

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.

What is Tookan?

Tookan is a delivery management platform that allows you to navigate to multiple destinations, collect digital signatures, and customize alerts.

Shipping Signature

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

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.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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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