Integrate Teamleader with TeamGrid
Send information between Teamleader and TeamGrid automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Initiate a new project in TeamGrid when a new project is established in Teamleader
Reduce discrepancies between project management software and project management solution by auto-syncing project details. This flow will set up a new project in TeamGrid 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 TeamGrid.
Initiate a new project in TeamGrid when a new project is established in Teamleader
Teamleader + TeamGrid
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Supported triggers and actions
Integrate Teamleader and TeamGrid 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
Task completed
Triggers when task is completed
Task created
Triggers when a task is created
Project created
Triggers when a new project is created
Project completed
Triggers when a project is completed
Contact created
Triggers when a new contact 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
Complete project
Completes an existing project
Create project
Creates a new project
Create task
Creates a new task
Complete task
Completes an existing task
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 TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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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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Technical Engineer, Master Liveaboards
