All integrationsCRM & Contacts
Teamleader Focus
Work with your Teamleader Focus CRM: find, create, update and delete contacts and companies, run deals through your pipeline, and manage tasks and calendar events.
- actions
- 33
- triggers
- 3
Triggers
Start a workflow when something happens in Teamleader Focus.
- New contactRuns when a contact is added to Teamleader Focus after this watch starts.
- New companyRuns when a company is added to Teamleader Focus after this watch starts.
- New dealRuns when a deal is created in Teamleader Focus after this watch starts.
Actions
Steps a workflow can run in Teamleader Focus.
- Get current userGet the Teamleader Focus user the connection acts as: name, e-mail, function, language and time zone.
- List deal phasesList the phases deals go through, in order, optionally only those of one pipeline. A phase's id is what 'Create deal' and 'Move deal to phase' take.
- List work typesList the work types set up in Teamleader. A work type's id is what 'Create task' takes.
- List activity typesList the activity types set up in Teamleader, such as meeting or call. An activity type's id is what 'Create calendar event' takes.
- List contactsList contacts, searching by name, e-mail or phone, or filtering by company, tags, status or last update. Returns one page; raise the page number for more.
- Get contactGet one contact with their e-mail addresses, phone numbers, addresses, tags and linked companies.
- Create contactAdd a contact. Only the last name is needed; link them to a company afterwards with 'Link contact to company'.
- Update contactChange a contact's details. Only the fields you fill in change, except that an e-mail, a phone or mobile number or an address replaces the contact's current ones. Use 'Add tags' for tags.
- Delete contactDelete a contact. This cannot be undone.
- Add tags to contactPut tags on a contact, creating any that do not exist. Tags it already has stay.
- Remove tags from contactTake tags off a contact. Other tags stay.
- Link contact to companyLink a contact to a company, with their position there.
- List companiesList companies, searching by name, VAT number, e-mail or phone, or filtering by tags, status or last update. Returns one page; raise the page number for more.
- Get companyGet one company with its e-mail addresses, phone numbers, addresses, tags and responsible user.
- Create companyAdd a company. Only the name is needed.
- Update companyChange a company's details. Only the fields you fill in change, except that an e-mail, a phone number or an address replaces the company's current ones.
- Delete companyDelete a company. This cannot be undone.
- List dealsList deals, searching by title or customer, or filtering by state, pipeline, phase, owner, closing date or last activity. Returns one page; raise the page number for more.
- Get dealGet one deal with its customer, value, phase, owner and source.
- Create dealCreate a deal for a company or contact, optionally in a given phase, with a value, probability and closing date.
- Update dealChange a deal's title, summary, value, probability, closing date, owner, department or source. Only the fields you fill in change.
- Move deal to phaseMove a deal to another phase of its pipeline.
- Mark deal as wonMark a deal as won.
- Mark deal as lostMark a deal as lost, with the reason.
- Delete dealDelete a deal. This cannot be undone.
- List tasksList tasks, filtering by assignee, done or open, due date or customer. Returns one page; raise the page number for more.
- Create taskCreate a task with a due date and a work type, optionally assigned to a user and linked to a deal or customer.
- Update taskChange a task's title, due date, work type, assignee or links. Only the fields you fill in change.
- Complete taskMark a task as done.
- Delete taskDelete a task. This cannot be undone.
- List calendar eventsList calendar events, filtering by attendee, activity type or time. Returns one page; raise the page number for more.
- Create calendar eventCreate a calendar event with a start and end, linked to a company, contact or deal, optionally with attendees.
- Cancel calendar eventCancel a calendar event for all attendees.
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