Integrate Teamleader with ZeptoMail
Send information between Teamleader and ZeptoMail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email using ZeptoMail when a new company is created in Teamleader
Introduce your business to new clients with an informative welcome email. This flow will dispatch a welcome email through ZeptoMail for newly created companies in Teamleader.
How it works
- The flow triggers when a new company is added in Teamleader.
- Zoho Flow sends an email to the selected email addresses in ZeptoMail.
Send a welcome email using ZeptoMail when a new company is created in Teamleader
Teamleader + ZeptoMail
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Supported triggers and actions
Integrate Teamleader and ZeptoMail 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
Email event occurred
Triggers when an email event (bounce, open, or click) occours
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 email
Sends an email to the selected email addresses
Send template email
Sends a template email to the selected email addresses
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 ZeptoMail?
ZeptoMail by Zoho Mail is a transactional email service with a dedicated focus on sending transactional emails like welcome emails, invoice, OTPs, password reset emails etc. With undivided focus on transactional email sending, it ensures timely email delivery and great inbox placement.
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Webhook triggers
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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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