Connect Scale and Teamgate to Build Intelligent Automations

Choose a Trigger

Scale

When this happens...

Choose an Action

Teamgate

Automatically do this!

Ready to use Scale and Teamgate automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

Action is the task that follows automatically within your Scale integrations.

Get Tasks

Get Tasks

Retrieve all the tasks for given project.

Create Batch

Create Batch

Create a new batch in a project to group related tasks for processing.

Pause Batch

Pause Batch

Pause processing of an in-progress Batch. Only unstarted tasks will be paused.

Resume Batch

Resume Batch

Resume processing of a paused Batch. Previously paused tasks will be resumed.

Finalize a batch

Finalize a batch

Mark a Scale batch as complete so no new tasks can be added.

Cancel Batch

Cancel Batch

Cancel processing of a Batch. Unstarted tasks will be cancelled. Completed batches cannot be cancelled.

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Frequently Asked Questions

How do I start an integration between Scale and Teamgate?

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

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

Absolutely. You can customize how Scale 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 Scale and Teamgate?

The data sync between Scale 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 Scale 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 Scale and Teamgate?

Yes, you can set conditional logic to control the flow of data between Scale 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.

Scale

About Scale

Scale provides advanced AI-driven solutions for data labeling and annotation, helping businesses streamline their machine learning workflows.

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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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