monday.com + Teamgate

Create items in monday.com for new won deals in Teamgate

Effortlessly keep track of your successful deals in Teamgate by creating items in monday.com. This workflow is activated when a new deal is marked as won in Teamgate, automatically generating a corresponding item in the monday.com app. Stay organized and manage your sales progress with ease, ensuring seamless communication between both platforms.

When this happens...
New Won Deal
Triggers when a deal is won.
TriggerScheduled
automatically do this!
Create Item
Create a new Item in a board
ActionWrite

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Supported triggers and actions

What does this mean?

- Status
- Type
Trigger
Instant
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Creator
- Source
- Industry
- Owner
Trigger
Scheduled
Try It

- Creator
- Source
- Industry
- Owner
Trigger
Scheduled
Try It
- TypeRequired
- Title
- Description
- Responsible
- Company
- Person
- Lead
- Deal Id
- Client Id
- Type
- Before
- Start
- Status
- Is Secret?
Action
Write

- TitleRequired
- Person
- Job Title
- Owner
- Company Code
- Company VAT Code
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Lead NameRequired
- Company
- Job Title
- Owner
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- IdRequired
- Name
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- IdRequired
- Stage
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Title
- Phone Number
- E-Mail Address
Action
Search
- Person Name
- Phone Number
- E-Mail Address
Action
Search
- TitleRequired
- Phone Number
- E-Mail Address
- Person
- Job Title
- Owner
- Company Code
- Company VAT Code
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
- Person NameRequired
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
- Board IDRequired
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Scheduled
Try It
- Board IDRequired
- Column IDRequired
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Scheduled
Try It
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- New Item Name ValueRequired
Action
Write
- Board NameRequired
- Board KindRequired
- Template Id
Action
Write
- Board IDRequired
- Group NameRequired
Action
Write
- Board IDRequired
- Item NameRequired
- Subitem NameRequired
Action
Write
- Board IDRequired
- Group IDRequired
Action
Write
- Board IDRequired
- Group IDRequired
- New Group Title
- Should add group to top?
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Board IDRequired
Action
Search
- Board IDRequired
- Item IDRequired
- ColumnRequired
Action
Search
- Board IDRequired
- Item IDRequired
Action
Search

- Owner
- Creator
- Source
- Industry
Trigger
Scheduled
Try It
Email Opened
Triggers when email is opened.
Trigger
Instant
Try It
- Owner
- Creator
- Source
- Industry
Trigger
Scheduled
Try It
- Creator
- Status
- Source
- Industry
- Owner
Trigger
Scheduled
Try It
New Product
Lists the products.
Trigger
Scheduled
Try It
- Owner
- Creator
- Stage
- Source
Trigger
Scheduled
Try It
- Deal IDRequired
- In Stock?Required
Action
Write
- StageRequired
- Buyer (Company)
- Buyer (Person)
- Name
- Owner
- Estimated Closure Date
- Price
- Currency ISO
- Is Starred?
- Status
- Source
- Tags
Action
Write
- Person NameRequired
- Company
- Job Title
- Owner
- Starred
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- NameRequired
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Write
- IdRequired
- Lead Name
- Company
- Job Title
- Owner
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Write
- Lead Name
- Phone Number
- E-Mail Address
Action
Search
- NameRequired
- Sku
Action
Search
- Lead NameRequired
- Phone Number
- E-Mail Address
- Company
- Job Title
- Owner
- Starred
- Status
- Industry
- Source
- Phone Number
- Phone Type
- E-Mail Address
- E-Mail Type
- Tags
- Website
- LinkedIn
- Facebook
- Twitter
- Skype
- Street
- City
- Zip Code
- State
- Country ISO Code
- Latitude
- Longitude
- Type
Action
Search or write
- NameRequired
- Sku
- Description
- Category
- In stock?
- Unit cost value
- Unit cost currency
- Unit price value
- Unit price currency
Action
Search or write
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
- Column IDsRequired
Trigger
Instant
Try It
- Board IDRequired
Trigger
Instant
Try It
- Board IDRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- Override empty fields
Action
Write
- Board IDRequired
- Column TitleRequired
- Column TypeRequired
Action
Write
- Board IDRequired
- Group ID
- Item NameRequired
- Subitem Name
Action
Write
- Item IDRequired
- BodyRequired
Action
Write
- Item IDRequired
Action
Write
- Board IDRequired
- Item IDRequired
- ColumnRequired
- FileRequired
- File NameRequired
Action
Write
- Board IDRequired
- Column to search inRequired
Action
Search
- Board IDRequired
- Item IDRequired
- Column
Action
Search
- Board IDRequired
Action
Search
- Board IDRequired
- User :Required
Action
Search

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Learn more Help

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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.

Help

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CRM (Customer Relationship Management)

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PRODUCTS

CAPABILITIES

By team

monday.com + Teamgate

Create items in monday.com for new won deals in Teamgate

Activity Status Changed

Status

Type

Deal Stage Changed

Owner

Creator

Stage

Source

New Lost Deal

Owner

Creator

Stage

Source

New Deal

Owner

Creator

Stage

Source

New Person

Creator

Source

Industry

Owner

New Unqualified Lead

Creator

Source

Industry

Owner

Create Activity

Title

Description

Responsible

Company

Person

Lead

Deal Id

Client Id

Type

Before

Start

Status

Is Secret?

Create Company

TitleRequired

Person

Job Title

Owner

Company Code

Company VAT Code

Starred

Industry

Source

Phone Number

Phone Type

E-Mail Address

E-Mail Type

Tags

Website

LinkedIn

Facebook

Twitter

Skype

Street

City

Zip Code

State

Country ISO Code

Latitude

Longitude

Type

Create Lead

Lead NameRequired

Company

Job Title

Owner