Integrate Order Desk with Teamgate
Send information between Order Desk 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 Order Desk
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 Order Desk.
How it works
- The flow triggers when a new order is created in Order Desk.
- Zoho Flow creates a new deal in Teamgate.
Set up a new deal in Teamgate for every new order placed through Order Desk
Order Desk + Teamgate
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Supported triggers and actions
Integrate Order Desk and Teamgate using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Order created
Triggers when a new order is created
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 order
Creates a new order
Add shipment
Adds a shipment to an order at Order Desk
Change folder
Moves the specified order to a different folder
Update order
Updates the details of an existing order using order ID
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 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.
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.
What is Order Desk?
Order Desk is an omnichannel ecommerce order management application that lets you automate your order workflows. It provides a rules engine, numerous integrations, and more.
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Learn more >Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
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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.
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CEO, iDAYit
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
