Integrate Teamleader with Workstack
Send information between Teamleader and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Workstack whenever a new project is created in Teamleader
Enable seamless tracking and reporting by auto-creating projects in your project management tool from project management software. This flow will set up a new project in Workstack 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 Workstack.
Create a new project in Workstack whenever a new project is created in Teamleader
Teamleader + Workstack
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Supported triggers and actions
Integrate Teamleader and Workstack using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Invoice booked
Triggers when an invoice is booked
Deal accepted
Triggers when a deal is accepted
Deal created
Triggers when a new deal is created
Time tracking created
Triggers when a new time tracking is created
Contact added
Triggers when a new contact is added
Invoice paid
Triggers when an invoice is paid
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
New todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
New project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create task
Creates a new task
Link contact to company
Links a contact to the specified company
Create contact
Creates a new contact
Create company
Creates a new company
Create project
Creates a new project
Update task
Updates the details of an existing task
Fetch company
Fetches a company by ID
Fetch contact
Fetches a contact by ID
Create task
Creates a new task in the selected todo
Create project
Creates a new project
Create todo list
Creates a new todo list in the selected project
Create todo
Creates a new todo in the selected project
Create meeting
Creates a new meeting
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 Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
Build comprehensive workflows using
Webhook triggers
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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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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Toto
Technical Engineer, Master Liveaboards
