Integrate ExpoFP with Teamleader

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Create a company profile in Teamleader for newly added exhibitors in ExpoFP

Minimize the risk of omissions and typos when duplicating company profiles. This flow will set up a new company in Teamleader following the addition of an exhibitor to ExpoFP.

How it works
  1. The flow triggers when a new exhibitor is created or when the details of an existing exhibitor are updated in ExpoFP.
  2. Zoho Flow creates a new company in Teamleader.
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Create a company profile in Teamleader for newly added exhibitors in ExpoFP

ExpoFP + Teamleader

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Supported triggers and actions

Integrate ExpoFP and Teamleader using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Exhibitor created or updated

Triggers when a new exhibitor is created or when the details of an existing exhibitor are updated

Booth removed from an exhibitor

Triggers when a booth is removed from an exhibitor

Booth added in an exhibitor

Triggers when a booth is added in an exhibitor

Contact added

Triggers when a new contact is added

Time tracking updated

Triggers when the details of an existing time tracking are updated

Invoice booked

Triggers when an invoice is booked

Time tracking created

Triggers when a new time tracking is created

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

Deal accepted

Triggers when a deal is accepted

Deal created

Triggers when a new deal is created

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Add exhibitor booth

Adds a specified booth in the selected exhibitor

Add exhibitor

Adds a new exhibitor

Update exhibitor

Updates the details of an existing exhibitor

Remove exhibitor booth

Removes the specified booth in the selected exhibitor

Fetch exhibitor ID

Fetches the ID of the exhibitor using external ID

Fetch exhibitor

Fetches the details of an existing exhibitor using exhibitor ID

Fetch booth

Fetches the details of an existing booth using name

Create project

Creates a new project

Link contact to company

Links a contact to the specified company

Create deal

Creates a new deal

Create company

Creates a new company

Create contact

Creates a new contact

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

What is ExpoFP?

ExpoFP is an online interactive floor plan design and management software solution for owners to sell booths and find exhibitors. It helps exhibitors and attendees check availability, reserve and modify booth bookings online, and more.

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.

Build comprehensive workflows using

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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