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Teamleader supports following triggers and actions
All Triggers - A trigger kickstarts the flow
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
Triggers when a new company is added
Triggers when a new deal is created
Triggers when an invoice is paid
Triggers when a deal is accepted
Triggers when a new project is created
Triggers when a new contact is added
Triggers when an invoice is booked
All Actions - Action are the automated tasks
Creates a new contact
Link contact to company
Links a contact to the specified company
Creates a new task
Creates a new deal
Creates a new project
Creates a new company
Updates the details of an existing task
Fetches a contact by ID
Fetches a company by ID
Search for 550+ apps
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.
Categories : CRM
What is Zoho Flow?
Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.
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“It is amazing what processes can be automated [with Zoho Flow]. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it!” Know more