Integrate Teamleader with BulkGate

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

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Dispatch a welcome message in BulkGate for newly created contacts in Teamleader

Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in BulkGate whenever a new contact is added in Teamleader.

How it works
  1. The flow triggers when a new contact is added in Teamleader.
  2. Zoho Flow sends SMS message to the specified phone number in BulkGate.
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Dispatch a welcome message in BulkGate for newly created contacts in Teamleader

Teamleader + BulkGate

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Supported triggers and actions

Integrate Teamleader and BulkGate 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

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

Send promotional SMS

Send SMS messages to contacts saved in groups

Send notification SMS

Sends SMS message to the specified phone number

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.

What is BulkGate?

BulkGate is a messaging platform that enables companies and individuals to send messages to contacts anywhere in the world. It also lets you send personalized bulk SMS and SMS notifications.

Phone/SMS

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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