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Teamleader supports following triggers and actions
All Triggers - A trigger kickstarts the flow
Triggers when a new company is added
Triggers when a deal is accepted
Triggers when an invoice is paid
Triggers when a new contact is added
Triggers when a new deal is created
Triggers when a new project is created
Triggers when an invoice is booked
All Actions - Action are the automated tasks
Creates a new company
Link contact to company
Links a contact to the specified company
Creates a new contact
Creates a new deal
Creates a new task
Creates a new project
Fetches a company by ID
Fetches a contact by ID
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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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“We chose Zoho Flow for its ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.”