Integrate Teamleader with Picky Assist
Send information between Teamleader and Picky Assist automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Dispatch a welcome message in Picky Assist for newly created contacts in Teamleader
Instantly engage new CRM contacts with an automated welcome email. This flow will send a welcome email in Picky Assist when a new contact is created in Teamleader.
How it works
- The flow triggers when a new contact is added in Teamleader.
- Zoho Flow sends a new Whatsapp or SMS message in Picky Assist.
Dispatch a welcome message in Picky Assist for newly created contacts in Teamleader
Teamleader + Picky Assist
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Supported triggers and actions
Integrate Teamleader and Picky Assist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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 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
Send message
Sends a new Whatsapp or SMS message
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 Picky Assist?
Picky Assist helps you automate your business and provides tools to engage your customers 24x7 through different social messaging platforms.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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 >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
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
Harnoor Abroll
Technical and Operations Head, TruAct
