Integrate Teamleader with GatewayAPI
Send information between Teamleader and GatewayAPI automatically, without writing any code, using Zoho Flow.
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Send a greeting email in GatewayAPI for a newly added contact in Teamleader
Improve customers' initial experience with a personalized welcome email. This workflow ensures that a welcome email is sent in GatewayAPI whenever a new contact is added in Teamleader.
How it works
- The flow triggers when a new contact is added in Teamleader.
- Zoho Flow sends an SMS message to a specified group of recipients in GatewayAPI.
Send a greeting email in GatewayAPI for a newly added contact in Teamleader
Teamleader + GatewayAPI
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Supported triggers and actions
Integrate Teamleader and GatewayAPI 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 SMS message
Sends an SMS message to a specified group of recipients
Schedule SMS message
Schedules the specified outgoing SMS messages
Fetch message
Fetch details of the specified SMS message
Fetch balance
Fetches the details of your account balance
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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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
