Teamleader

CRM and work management platform for small and midsize businesses. Manages contacts and deals, creates quotes, tracks projects and time, and issues invoices from a single system.

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Actions

create_companyAdd a new company record
create_contactCreate a new contact record
create_dealCreate a new deal/opportunity
custom_api_callMake a custom API call to a specific endpoint
link_contact_to_companyAssociate a contact with a company
search_companiesList or filter companies
search_contactsList or filter contacts
search_dealsList or filter deals
search_invoicesList or filter invoices
unlink_contact_from_companyRemove the association between contact and company
update_companyModify company information
update_contactModify existing contact data
update_dealModify deal properties

Triggers

deal_acceptedTriggers when a deal is won/accepted
new_companyTriggers when a new company is created
new_contactTriggers when a new contact is created
new_dealTriggers when a new deal is created
new_invoiceTriggers when a new invoice is drafted

Over 300 Integrations

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WebhookGoogle SheetsHTTPGmailOpenAIHuman InputScheduleDate HelperSlackText HelperGoogle DriveStorageTelegram BotDelayAgentDiscordWordPressRSS FeedText AIGoogle DocsNotionGoogle CalendarSMTPAirtableTwitterYouTubeAITableGoogle Forms

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