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Teamleader and Salesflare

teamleader.eu ↗

How to connect Teamleader

What you can automate

  • When new Accepted Deals in Teamleader, create an opportunity in Salesflare.
  • When new Booked Invoices in Teamleader, create an opportunity, then create a contact in Salesflare.
  • When new Companies in Teamleader, create an account in Salesflare.
  • When new Companies Updated in Teamleader, create an account in Salesflare.
  • When new Company Updated in Teamleader, create an account in Salesflare.
  • When new Contacts in Teamleader, create a contact in Salesflare.

Teamleader operations on Make

Triggers (19)

Start a workflow when this happens

  • Watch Accepted Deals — Triggers when a deal is accepted.
  • Watch Booked Invoices — Triggers when an invoice has been booked.
  • Watch Companies — Triggers when a new company is added.
  • Watch Companies Updated — Triggers when a company has been updated.
  • Watch Company Updated — Triggers when a company has been updated.
Show 14 more triggers
  • Watch Contact Updated — Triggers when a contact has been updated.
  • Watch Contacts — Triggers when a new contact is added.
  • Watch Contacts Updated — Triggers when a contact has been updated.
  • Watch Deal Phases — Triggers when a deal enters a different phase.
  • Watch Deals — Triggers when a new deal is created.
  • Watch Milestone Updated — Triggers when a milestone has been updated.
  • Watch Milestones — Triggers when a new milestone has been added.
  • Watch Paid Invoices — Triggers when an invoice is paid.
  • Watch Project Updated (Legacy) — Triggers when a project has been updated. Available only for Teamleader V1.
  • Watch Projects (Legacy) — Triggers when a new project has been created. Available only for Teamleader V1.
  • Watch Projects Updated V2 — Triggers when a project is updated. Available only for Teamleader V2.
  • Watch Projects V2 — Triggers when a new project is created. Available only for Teamleader V2.
  • Watch Sent Invoices — Triggers when an invoice has been sent.
  • Watch Users Deactivated — Triggers when a user has been deactivated.

Actions (53)

Things Salesflare can make it do

  • Add a Participant to a Project (Legacy) — Adds a participant to a project specified by ID. Available only for Teamleader V1.
  • Add a Time Tracking Entry — Adds a time tracking entry.
  • Book an Invoice — Books a draft invoice.
  • Cancel an Event — Cancels an event specified by ID.
  • Close a Project (Legacy) — Closes a project specified by ID. Available only for Teamleader V1.
Show 48 more actions
  • Close a Project V2 — Closes a project specified by ID. Available only for Teamleader V2.
  • Complete a Task — Marks a task completed.
  • Create a Company — Creates a new company.
  • Create a Contact — Creates a new contact.
  • Create a Deal — Creates a new deal.
  • Create a Project (Legacy) — Creates a new project. Available only for Teamleader V1.
  • Create a Project Line — Creates a new Group, Task or Material for the specified project.
  • Create a Project V2 — Creates a new project. Available only for Teamleader V2.
  • Create a Task — Creates a new task.
  • Create an Event — Creates a new event.
  • Delete a Company — Deletes a company.
  • Delete a Contact — Deletes a contact.
  • Delete a Deal — Deletes a deal.
  • Delete a Project (Legacy) — Removes a project specified by ID. Available only for Teamleader V1.
  • Delete a Project Line — Deletes project Task, Material, or project Group.
  • Delete a Project V2 — Removes a project specified by ID. Available only for Teamleader V2.
  • Delete a Task — Deletes a task specified by ID.
  • Delete a Time Tracking Entry — Deletes a time tracking entry.
  • Download a Quotation — Download a quotation in a specific format.
  • Download an Invoice — Download an invoice in a specific format.
  • Draft an Invoice — Drafts a new invoice.
  • Get a Company — Gets information about a company.
  • Get a Contact — Gets information about a contact.
  • Get a Deal — Gets information about a deal.
  • Get a Project (Legacy) — Retrieves a project specified by ID. Available only for Teamleader V1.
  • Get a Project Line — Retrieves information about Project line, Group, Task, or Material by its ID.
  • Get a Project V2 — Retrieves a project specified by ID. Available only for Teamleader V2.
  • Get a Quotation URL — Retrieves an URL of a quotation specified by ID.
  • Get a User — Gets information about a user.
  • Get an Invoice — Gets information about an invoice.
  • Get an Invoice URL — Retrieves an URL of an invoice specified by ID.
  • Link a Contact to a Company — Links a contact to a company.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Reopen a Project (Legacy) — Reopens a project specified by ID. Available only for Teamleader V1.
  • Reopen a Project V2 — Reopens a project specified by ID. Available only for Teamleader V2.
  • Reopen a Task — Reopens a task specified by ID.
  • Schedule a Task — Schedules a task.
  • Unlink a Contact from a Company — Unlinks a contact from a company.
  • Update a Company — Updates a company's information.
  • Update a Contact — Updates a contact's information.
  • Update a Deal — Updates a deal.
  • Update a Participant of a Project (Legacy) — Updates a participant of a project. Available only for Teamleader V1.
  • Update a Project (Legacy) — Updates a project specified by ID. Available only for Teamleader V1.
  • Update a Project Line — Updates details or settings of selected Group, Material or Task.
  • Update a Project V2 — Updates a project specified by ID. Available only for Teamleader V2.
  • Update a Task — Updates a task specified by ID.
  • Update a Time Tracking Entry — Updates a time tracking entry specified by ID.
  • Update an Event — Updates an event specified by ID.

Searches (8)

Look up existing records

  • Search Companies — Searches for companies or lists them all.
  • Search Contacts — Searches for contacts or lists them all.
  • Search Deals — Searches for deals or lists them all.
  • Search Invoices — Searches for invoices or lists them all.
  • Search Project Lines — Lists all types Project lines such as Groups, Tasks, and Materials.
Show 3 more searches
  • Search Projects (Legacy) — Searches for projects or lists them all. Available only for Teamleader V1.
  • Search Projects V2 — Searches for projects or lists them all. Available only for Teamleader V2.
  • Search Quotations — Searches for quotations or lists them all.

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