Integrate AskNicely with Teamleader

Send information between AskNicely and Teamleader automatically, without writing any code, using Zoho Flow.

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Add survey participants in AskNicely for new contacts in Teamleader

Gathering customer feedback effectively and on time can be challenging, but automating the data creation phase can make it easier. This flow will add a new participant to your survey participant list in AskNicely when a new contact is added in Teamleader.


How it works
1) A new contact is created in Teamleader.
2) Zoho Flow adds a new participant to your survey participant list in AskNicely.
Use this flow
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Add survey participants in AskNicely for new contacts in Teamleader

Teamleader + AskNicely

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Supported triggers and actions

Integrate AskNicely and Teamleader using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Time tracking created

Triggers when a new time tracking is created

Company created

Triggers when a new company is added

Deal created

Triggers when a new deal is created

Invoice paid

Triggers when an invoice is paid

Deal accepted

Triggers when a deal is accepted

Project created

Triggers when a new project is created

Contact added

Triggers when a new contact is added

Invoice booked

Triggers when an invoice is booked

All Actions - Actions are the automated tasks

Add person

Adds a new person

Add survey participant

Adds a new survey participant

Deactivate person

Deactivates the specified person

Create contact

Creates a new contact

Link contact to company

Links a contact to the specified company

Create task

Creates a new task

Create deal

Creates a new deal

Create project

Creates a new project

Create company

Creates a new company

Update task

Updates the details of an existing task

Fetch contact

Fetches a contact by ID

Fetch company

Fetches a company by ID

What is AskNicely?

AskNicely helps you collect real time customer feedback. You can configure to send surveys after a specific action, set survey branching logic, and track insights with lifetime data archives.

Reviews Survey

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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