Integrate SlimPay with Teamleader
Send information between SlimPay and Teamleader automatically, without writing any code, using Zoho Flow.
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Create a new deal in Teamleader for every new order created in SlimPay
Enable sales reps to view new orders through the creation of deals in your project management software instantly. This flow will create a new deal in Teamleader for every new order created in SlimPay.
How it works
- The flow triggers when a new order is created in SlimPay.
- Zoho Flow creates a new deal in Teamleader.
Create a new deal in Teamleader for every new order created in SlimPay
SlimPay + Teamleader
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Supported triggers and actions
Integrate SlimPay and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Payment created
Triggers when a new payment is created
Order created
Triggers when a new order is created
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
Create order
Creates a new order
Update order
Updates the details of an existing order
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 SlimPay?
SlimPay is a payment processing solution that enables businesses to accept card and direct debit payments. It supports both BACS Direct Debit for UK-based customers and SEPA for EU-based customers.
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.
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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.
Learn more >Zoho Flow was the deal-maker for the whole Zoho platform. For everyone who wants to use more than one Zoho app, Zoho Flow is a must. Learn more
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CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
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Technical and Operations Head, TruAct
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
