Connect Platoforms and Teamgate to Build Intelligent Automations
Choose a Trigger
When this happens...
Form Created
Choose an Action
Automatically do this!
List All Companies
List Deals
List Lead Collection
List People Collection
List Products Collection
List Emails Collection
Create Product
Create Activity
Create or Update Company
Create or Update Deal
Create Or Update Lead
Create or Update Person
Update Product
Find Company
Find Deal
Find Lead
Find Person
Find Product
Ready to use Platoforms and Teamgate automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Form Created
Trigger when a new form is created.
New Company Created
Runs when a new company is created in Teamgate.
New Lead Created
Runs when a new lead is created in Teamgate.
New Deal Created
Runs when a new deal is created in Teamgate.
New Product Created
Runs when a new product is created in Teamgate.
New Person Created
Runs when a new person is created in Teamgate.
Do thisActions
Action is the task that follows automatically within your Platoforms integrations.
Search Form
Find the details of a form by its id.
List All Companies
Retrieves the list of all company
List Deals
Retrieves deals from your Teamgate CRM account .
List Lead Collection
Retrieves the list of leads from your Teamgate CRM.
List People Collection
Retrieves the list of people (contacts) from your Teamgate CRM account.
List Products Collection
Retrieves the list of all product records from your Teamgate CRM account.
Know More About Platoforms and Teamgate Integrations
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Frequently Asked Questions
To start, connect both your Platoforms and Teamgate accounts to viaSocket. Once connected, you can set up a workflow where an event in Platoforms triggers actions in Teamgate (or vice versa).
Absolutely. You can customize how Platoforms 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.
The data sync between Platoforms and Teamgate typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Platoforms 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.
About Platoforms
PlatoForms converts any PDF to an online web form to let your clients fill out PDF forms in the browser.
Learn MoreAbout 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.
Learn More
