Integrate Teamleader with ClinchPad
Send information between Teamleader and ClinchPad automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Teamleader and ClinchPad 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
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
Lead lost
Triggers when an existing lead is marked as lost
Lead won
Triggers when an existing lead is marked as won
To-do created
Triggers when a to-do is created
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 a lead
Creates a new lead
Create note
Creates a new note for the specified lead
Create to-do
Creates a new to-do for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
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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What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
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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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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! Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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