Connect Knack and Teamgate to Build Intelligent Automations

Choose a Trigger

Knack

When this happens...

Choose an Action

Teamgate

Automatically do this!

Enable Integrations or automations with these events of Knack and Teamgate

Enable Integrations or automations with these events of Knack and Teamgate

Triggers

New Company

New Company

Triggers when a new company is created

New Lead

New Lead

Triggers when a new lead is created

New Deal

New Deal

Triggers when a new deal is created.

New Product

New Product

Trigger when new product created.

New Person

New Person

Trigger when new person created.

Activity Status Changed

Activity Status Changed

Triggers when an activity status is changed.

Actions

Create Lead

Create Lead

Create a new lead

Create Deal

Create Deal

Create a new deal

List All Companies

List All Companies

Retrieves the list of all company

List All User

List All User

Retrieves the list of all User

List All Pipeline Collection

List All Pipeline Collection

Retrieves the get pipeline collection

List All Custom Fields

List All Custom Fields

Retrieves all custom fields defined in your Teamgate account.

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Frequently Asked Questions

How do I start an integration between Knack and Teamgate?

To start, connect both your Knack and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Knack triggers actions in Teamgate (or vice versa).

Can we customize how data from Knack is recorded in Teamgate?

Absolutely. You can customize how Knack data is recorded in Teamgate. This includes choosing which data fields go into which fields of Teamgate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Knack and Teamgate?

The data sync between Knack and Teamgate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Knack to Teamgate?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Knack and Teamgate?

Yes, you can set conditional logic to control the flow of data between Knack and Teamgate. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Knack

About Knack

Knack is a no-code platform that enables users to build custom databases and applications without writing a single line of code. It offers a user-friendly interface for creating powerful, data-driven workflows and apps tailored to specific business needs. With robust integration options, Knack helps streamline processes and improve efficiency for teams across various industries.

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Teamgate

About Teamgate

Teamgate is an intelligent sales CRM with a great insights. Start from Lead capturing and move along to closing a Deal. Get top reports, which will become a necessity from day one.

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