Integrate Teamgate with Yodiz
Send information between Teamgate and Yodiz automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Teamgate and Yodiz using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Lead created
Triggers when a new lead is created
Deal lost
Triggers when a deal is lost
Lead converted to person
Triggers when a lead is converted to person
Deal won
Triggers when a deal is won
Person created
Triggers when a new person is created
Company created
Triggers when a new company is created
Lead unqualified
Triggers when a lead is unqualified
Task created
Triggers when a new task is created in a user story
Issue created
Triggers when a new issue is created
User story created
Triggers when a new user story is created
Epic created
Triggers when a new epic is created
All Actions - Actions are the automated tasks
Create person
Creates a new person
Create lead
Creates a new lead
Create company
Creates a new company
Create deal
Creates a new deal
Fetch lead
Fetches a lead using ID or name
Fetch user
Fetches the details of the specified user using ID, name or email address.
Fetch product
Fetches the details of the specified product using company ID, name or SKU.
Fetch comapny
Fetches a company using company name, code or email address.
Fetch people
Fetches the details of the specified people using ID, name, email address or phone number.
Create epic
Creates a new epic
Update epic
Updates the details of an existing epic
Create issue
Creates a new issue
Update issue
Updates the details of an existing issue
Create task
Creates a new task in the selected user story
Create user story
Creates a new user story
Update user story
Updates the details of an existing user story
Update task
Updates the details of an existing task
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 Yodiz?
Yodiz is a web-based agile project management application for scaling agile and DevOps. It supports product backlog management, kanban, scrum management, bug tracking, team discussions, and software configuration management integrations.
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.
Learn more >
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 >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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more
Toto
Technical Engineer, Master Liveaboards
