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.
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 DealTriggers when a deal is won.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Create ItemCreate a new Item in a board
ActionWriteCreate a new record or update an existing record in your app.
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Creator
Status
Source
Industry
Owner
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCreator
Status
Source
Industry
Owner
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Product
Lists the products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planDeal IDRequired
In Stock?Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Deal Name
Deal Stage ID
Deal Price
Currency ISO
Owner ID
Owner Username
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Lead NameRequired
Company
Job Title
Owner
Collaborators
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Person NameRequired
Company
Job Title
Owner
Collaborators
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Stage
Buyer (Company)
Buyer (Person)
Name
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Person Name
Company
Job Title
Owner
Collaborators
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson Name
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appTitleRequired
Phone Number
E-Mail Address
Person
Job Title
Owner
Collaborators
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead NameRequired
Phone Number
E-Mail Address
Company
Job Title
Owner
Collaborators
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundItem Created In Board Copy
Board IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Board
Triggers when a new board is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Column IDsRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new user joins your monday.com account.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planBoard IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
New Item Name ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board NameRequired
Board KindRequired
Template Id
Workspace Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item NameRequired
Subitem NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group IDRequired
New Group Title
Should add group to top?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
ColumnRequired
FileRequired
File NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column to search inRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ColumnRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Email Opened
Triggers when email is opened.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TypeRequired
Responsible
Company
Person
Lead
Deal Id
Client Id
Type
Before
Start
Status
Is Secret?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Person
Job Title
Owner
Collaborators
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.StageRequired
Buyer (Company)
Buyer (Person)
Name
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Company
Person
Lead
Deal Id
Client Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Name
Sku
Description
Category
In stock?
Unit cost value
Unit cost currency
Unit price value
Unit price currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Title
Person
Job Title
Owner
Collaborators
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
Lead Name
Company
Job Title
Owner
Collaborators
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Title
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appLead Name
Phone Number
E-Mail Address
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
Sku
ActionThis is an event a Zap performs.SearchFind existing data in your appName
StageRequired
Buyer (Company)
Buyer (Person)
Owner
Collaborators
Estimated Closure Date
Price
Currency ISO
Is Starred?
Status
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPerson NameRequired
Phone Number
E-Mail Address
Company
Job Title
Owner
Collaborators
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundBoard IDRequired
Group Names to trigger on
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
Column IDRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Board IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Override empty fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Column TitleRequired
Column TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Group ID
Item NameRequired
Subitem Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
BodyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Item IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Item IDRequired
Subitem IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
Item IDRequired
Column
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard IDRequired
User :Required
ActionThis is an event a Zap performs.SearchFind existing data in your app
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