
When this happens...
New Company Created
New Lead Created
New Deal Created
New Product Created
New Person Created
Activity Status Changed
New Deal Won
Deal Stage Changed

Automatically do this!
Create List
Create Comment
Add Member to Card
Create Schedule
Find Task
Find Member
Create Organization
Update Organization
Create Folder
Update Folder
Create Timer
Create Project
Update Project
Create Task
Update Timer
Move task
Delete Organization
Delete Folder
Archive Folder
Update List
Delete List
Delete Project
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new company is created in Teamgate.
Runs when a new lead is created in Teamgate.
Runs when a new deal is created in Teamgate.
Runs when a new product is created in Teamgate.
Runs when a new person is created in Teamgate.
Triggers when an activity status is changed.
Action is the task that follows automatically within your Teamgate integrations.
Retrieves the list of all company
Retrieves deals from your Teamgate CRM account .
Retrieves the list of leads from your Teamgate CRM.
Retrieves the list of people (contacts) from your Teamgate CRM account.
Retrieves the list of all product records from your Teamgate CRM account.
Retrieves a list of all emails from your Teamgate account

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To start, connect both your Teamgate and Ora accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamgate triggers actions in Ora (or vice versa).
Absolutely. You can customize how Teamgate data is recorded in Ora. This includes choosing which data fields go into which fields of Ora, setting up custom formats, and filtering out unwanted information.
The data sync between Teamgate and Ora 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 Teamgate and Ora. 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.
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 MoreOra is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, kanban boards, and real-time chat, making it ideal for teams looking to improve their project execution and collaboration efforts.
Learn More