Integrate Teamgate with ServiceNow

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

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Supported triggers and actions

Integrate Teamgate and ServiceNow using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Deal lost

Triggers when a deal is lost

Lead converted to person

Triggers when a lead is converted to person

Deal created

Triggers when a new deal is created

Lead created

Triggers when a new lead is created

Company created

Triggers when a new company is created

Lead unqualified

Triggers when a lead is unqualified

Deal won

Triggers when a deal is won

Person created

Triggers when a new person is created

Record updated

Triggers when the details of an existing record are updated

Record created

Triggers when an incident record is created

All Actions - Actions are the automated tasks

Create person

Creates a new person

Create company

Creates a new company

Create deal

Creates a new deal

Create lead

Creates a new lead

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 lead

Fetches a lead using ID or name

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 record

Creates a new record in a table (eg., Incident, Problem, Case, etc)

Create incident

Creates a new incident record

Update incident

Updates the details of an existing incident record

Update record

Updates the details of an existing record in the specified table

Fetch reference record

Fetches the details of an existing table reference record (eg., User, Problem, Core company, etc)

Fetch user

Fetches the details of an existing user

Fetch record

Fetches the details of an existing record in the specified table by search query

Fetch incident

Fetches the details of an existing incident record by ID

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 ServiceNow?

ServiceNow is an IT service management platform. You can manage your problems and releases, generate customized reports, and use machine learning to route, categorize, and prioritize issues.

ITSM

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 >

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Toto

Technical Engineer, Master Liveaboards

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