Integrate Teamleader with Resource Guru
Send information between Teamleader and Resource Guru automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new project in Resource Guru whenever a new project is created in Teamleader
Reduce discrepancies between project management software and project management software by auto-syncing project details. This flow will initiate a new project in Resource Guru when a new project is established in Teamleader.
How it works
- The flow triggers when a new project is created in Teamleader.
- Zoho Flow creates a new project in Resource Guru.
Create a new project in Resource Guru whenever a new project is created in Teamleader
Teamleader + Resource Guru
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Supported triggers and actions
Integrate Teamleader and Resource Guru using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Product created
Triggers when a new product is created
Company created
Triggers when a new company is added
Time tracking created
Triggers when a new time tracking is created
Invoice paid
Triggers when an invoice is paid
New or Updated Project
Triggers when a project is created or updated
New or Updated Booking
Triggers when a booking is created or updated
New or Updated Resource
Triggers when a resource is created or updated
New or Updated Client
Triggers when a client is created or updated
All Actions - Actions are the automated tasks
Create deal
Creates a new deal
Create company
Creates a new company
Create project
Creates a new project
Link contact to company
Links a contact to the specified company
Create contact
Creates a new contact
Create task
Creates a new task
Update task
Updates the details of an existing task
Fetch company
Fetches a company by ID
Fetch contact
Fetches a contact by ID
Create Booking
Creates a new booking
Create Project
Creates a new project
Create Resource
Creates a new resource
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 Resource Guru?
Resource Guru helps you plan your projects, clients, and resources without hassle. You can keep tabs on progress, do away with overbooking with advanced clash management, and collaborate with your team efficiently.
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