Integrate Teamleader with Teambook
Send information between Teamleader and Teambook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Teambook whenever a new project is created in Teamleader
Enable efficient tracking and reporting of projects by creating a new project in your project management software. This flow will set up a new project in Teambook each time a new project is initiated in Teamleader.
How it works
- The flow triggers when a new project is created in Teamleader.
- Zoho Flow creates a new project in Teambook.
Create a new project in Teambook whenever a new project is created in Teamleader
Teamleader + Teambook
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Supported triggers and actions
Integrate Teamleader and Teambook 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
Client added
Triggers when a new client is added
Project created
Triggers when a new project is created
User added
Triggers when a new user is added
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 booking
Creates a new booking
Create user
Creates a new user
Create client
Creates a new client
Create project
Creates a new project
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 Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
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