Integrate Teamleader with Zoho Desk
Send information between Teamleader and Zoho Desk automatically, without writing any code, using Zoho Flow.
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Create a contact in Zoho Desk when a deal is accepted in Teamleader
How it works
Create a contact in Zoho Desk when a deal is accepted in Teamleader
Teamleader + Zoho Desk
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Supported triggers and actions
Integrate Teamleader and Zoho Desk 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
Article created
Triggers when a new article is created
Event updated
Triggers when the details of an event is updated
Call updated
Triggers when the details of a call is updated in the selected portal
Agent availability updated
Triggers when the availability of an agent is updated
Ticket created or updated
Triggers when a new ticket is created or if the details of an existing ticket are updated
Event created
Triggers when a new event is created in the selected portal
Task updated
Triggers when the details of a task is updated in the selected portal
Time entry updated
Triggers when a time entry is updated in the selected task
Ticket created
Triggers when a new ticket is created in the selected portal
Ticket approval updated
Triggers when the details of an existing ticket approval are updated
Call created
Triggers when a new call is created in the selected portal
Ticket comment added
Triggers when a new ticket comment is added in the selected portal
Ticket updated
Triggers when the details of the selected ticket is updated
Ticket comment updated
Triggers when the selected ticket comment is updated
Contact created
Triggers when a new contact is created in the selected portal
Ticket moved
Triggers when a ticket is moved to a different team or department
Ticket approval added
Triggers when a new ticket approval is added
Account created
Triggers when a new account is created in the selected portal
Agent updated
Triggers when the details of an agent is updated in the selected portal
Article updated
Triggers when an existing article is updated
Account updated
Triggers when the details of the selected account is updated
Agent created
Triggers when a new agent is created in the selected portal
Ticket status updated
Triggers when a ticket status is changed to selected status. If status is not selected, the flow will trigger for all status changes.
Product created
Triggers when a new product is created
Task created
Triggers when a new task is created in the selected portal
Ticket thread added
Triggers when a new ticket thread is added in the selected portal
Contact updated
Triggers when the details of a contact is updated in the selected portal
Time entry created
Triggers when a new time entry is created in the selected task
All Actions - Actions are the automated tasks
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
Create topic
Creates a new topic
Create task
Creates a new task in the selected department
Add ticket time entry
Adds time entry for an existing ticket
Create contract
Creates a new contract for the selected account
Add tag
Adds a tag to the specified ticket
Create contact
Creates a new contact in the selected organization
Create call
Creates a new call in the selected organization
Send email reply
Sends a reply for the specified ticket created in the email channel
Add user to group
Adds the specified users to an existing group
Create ticket
Creates a new ticket in the selected organization
Add task time entry
Adds time entry for an existing task
Remove tag
Removes a tag from the specified ticket
Create product
Creates a new product in the selected organization
Create account
Creates a new account in the selected organization
Create event
Creates a new event in the selected organization
Create ticket comment
Creates a comment in the selected ticket
Create topic comment
Creates a comment for the specified topic
Create contact comment
Creates a comment in the selected contact
Create agent
Creates a new agent in the selected organization
Create task comment
Creates a new comment in the specified task
Create article
Creates a new article
Request approval for ticket
Requests an approval for an existing ticket from the specified approver
Update call timer
Updates the timer of an existing call
Mark or Unmark ticket as spam
Marks or unmarks the specified ticket as spam
Update call
Updates the details of the specified call
Edit ticket time entry
Edits the time entry of an existing ticket
Update agent
Updates the details of an existing agent
Update product
Updates the details of the selected product
Update ticket
Updates the details of an existing ticket
Update account
Updates the selected account
Invite contact to the help center
Invites the specified contacts to help center
Update ticket timer
Updates the timer of an existing ticket
Update task
Updates the details of an existing task
Move ticket
Moves the specified ticket to the selected department
Remove user from group
Removes the specified users from an existing group
Update article
Updates the details of an existing article
Update KB user status
Updates the status of an existing KB user
Update topic
Updates the details of an existing topic
Update task timer
Updates the timer of an existing task
Send custom channel reply
Sends reply for a ticket via the selected channel
Update agent availability
Updates the availability status of an existing agent
Update contact
Updates the selected contact
Update contact comment
Updates the specified comment in the selected contact
Update ticket comment
Updates the comment for the specified ticket
Update contract
Updates the details of an existing contract
Close ticket
Closes the specified tickets
Fetch ticket time entry
Fetches the time entry of an existing ticket
Fetch customer happiness
Fetches the happiness feedback of an existing customer
Fetch task
Fetches the details of an existing task by ID
Fetch agent
Fetches the details of an existing agent by ID or email
Fetch KB user
Fetches the details of an existing KB user
Fetch ticket
Fetches the details of an existing ticket
Fetch call
Fetches the details of a call based on the selected field
Fetch ticket thread
Fetches ticket thread by its unique ID
Fetch account
Fetches an existing account by name or ID
Fetch article
Fetches the details of an existing article
Fetch ticket tags
Fetches ticket tags using ticket ID
Fetch contract
Fetches the details of an existing contract
Fetch contact
Fetches a contact by email address, unique ID, or contact name
Fetch product
Fetches the details of an existing product by unique ID or name
Fetch event
Fetches the details of an event based on the selected field
Trash contact
Moves selected contact to the recycle bin
Trash ticket
Moves selected ticket to the recycle bin
Trash account
Moves selected account to the recycle bin
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.
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