Integrate Teamleader with Zoho TeamInbox
Send information between Teamleader and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.
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Send out a welcome email with Zoho TeamInbox once a new company is created in Teamleader
Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Zoho TeamInbox to new companies created in Teamleader.
How it works
- The flow triggers when a new company is added in Teamleader.
- Zoho Flow sends a new email in Zoho TeamInbox.
Send out a welcome email with Zoho TeamInbox once a new company is created in Teamleader
Teamleader + Zoho TeamInbox
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Supported triggers and actions
Integrate Teamleader and Zoho TeamInbox using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Time tracking updated
Triggers when the details of an existing time tracking are updated
Deal created
Triggers when a new deal is created
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Invoice paid
Triggers when an invoice is paid
Project created
Triggers when a new project is created
Deal accepted
Triggers when a deal is accepted
Invoice booked
Triggers when an invoice is booked
Contact added
Triggers when a new contact is added
Product created
Triggers when a new product is created
New inbound message
Triggers when a new inbound message is recieved
Outbound reply
Triggers when a new outbound reply message is sent
New comment
Triggers when a new comment is recieved
Inbound reply received
Triggers when a new inbound reply message is received
New outbound message
Triggers when a new outbound message is sent
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create project
Creates a new project
Create company
Creates a new company
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch contact
Fetches a contact by ID
Fetch company
Fetches a company by ID
Create contact
Creates a new contact
Send email
Sends a new email
Fetch contact by email
Fetches the details of an existing contact using email
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.
Similar apps
What is Zoho TeamInbox?
Zoho TeamInbox is a shared inbox platform that lets teams create common inboxes for better email management.
Similar apps
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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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