Integrate Teamleader with Zoho Mail
Send information between Teamleader and Zoho Mail automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Send a welcome email using Zoho Mail when a new company is created in Teamleader
Promptly send welcome emails to companies to boost customer satisfaction and foster loyalty. This flow will generate a welcome email using Zoho Mail for every new company created within Teamleader.
How it works
- The flow triggers when a new company is added in Teamleader.
- Zoho Flow creates and sends a new email in Zoho Mail.
Send a welcome email using Zoho Mail when a new company is created in Teamleader
Teamleader + Zoho Mail
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Supported triggers and actions
Integrate Teamleader and Zoho Mail 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
Email matching search received
Triggers when a new email matching the given conditions is received
Email received
Triggers when a new email is received
Email received from particular sender
Triggers when a new email is received from the specified email address
Email tagged
Triggers when an email is tagged.
Email sent
Triggers when an email is sent
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 permalink
Creates a permalink for a specific message by ID
Create draft
Creates a new email and stores it in the draft folder
Create task
Creates a new task
Create note
Creates a new personal note or a group note
Add user to organization
Adds a new user to an existing organization
Send email
Creates and sends a new email
Create folder
Creates a new folder
Add member to group
Adds a new member to an existing organization
Move email to folder
Moves an email to the selected folder
Apply tag on email
Applies a tag on the selected email by message ID
Update permalink
Updates the details of an existing permalink by message ID
Fetch email
Fetches the details of an existing email by its unique message ID
Fetch permalink
Fetches the details of an existing permalink by its unique message ID
Remove permalink
Removes the specified permalink
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
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
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Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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