Integrate Teamleader with Toky

Send information between Teamleader and Toky automatically, without writing any code, using Zoho Flow.

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Set up a new contact in Toky when a contact is created in Teamleader

Eliminate the hassle of manually duplicating contacts, allowing you to focus on more productive tasks. This flow will add a new contact in Toky for every new contact created in Teamleader.

How it works
  1. The flow triggers when a new contact is added in Teamleader.
  2. Zoho Flow creates a new contact in Toky phone directory in Toky.
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Set up a new contact in Toky when a contact is created in Teamleader

Teamleader + Toky

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Supported triggers and actions

Integrate Teamleader and Toky 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

Call made or received

Trigger when there is an inbound or outbound call in Toky

New voicemail

Trigger when there is a new voicemail in Toky.

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

Create contact

Creates a new contact in Toky phone directory

Fetch voicemail

Fetches the details of a voicemail recording URL based on voicemail ID

Find contact

Finds an existing contact in Toky by phone number

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 Toky?

Toky is a full-featured business phone system that allows customers and teams to communicate seamlessly using the internet.

Phone/SMS

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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.

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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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