Integrate Teamleader with TeamGrid
Send information between Teamleader and TeamGrid automatically, without writing any code, using Zoho Flow.
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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
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
Task created
Triggers when a task is created
Project created
Triggers when a new project is created
Contact created
Triggers when a new contact is created
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
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
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.
Similar apps
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
Similar apps
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Webhook triggers
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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