Integrate Teamleader with Zoho TeamInbox
Send information between Teamleader and Zoho TeamInbox automatically, without writing any code, using Zoho Flow.
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Send out a welcome email with Zoho TeamInbox once a new company is created in Teamleader
Quickly welcome your new clients with a tailored automated welcome email. This flow will send a welcome email via Zoho TeamInbox to new companies created in Teamleader.
How it works
- The flow triggers when a new company is added in Teamleader.
- Zoho Flow sends a new email in Zoho TeamInbox.
Send out a welcome email with Zoho TeamInbox once a new company is created in Teamleader
Teamleader + Zoho TeamInbox
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Supported triggers and actions
Integrate Teamleader and Zoho TeamInbox using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Time tracking updated
Triggers when the details of an existing time tracking are updated
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Contact added
Triggers when a new contact is added
Invoice booked
Triggers when an invoice is booked
Deal created
Triggers when a new deal is created
Invoice paid
Triggers when an invoice is paid
Time tracking created
Triggers when a new time tracking is created
Company created
Triggers when a new company is added
Product created
Triggers when a new product is created
New outbound message
Triggers when a new outbound message is sent
Outbound reply
Triggers when a new outbound reply message is sent
New inbound message
Triggers when a new inbound message is recieved
Inbound reply received
Triggers when a new inbound reply message is received
New comment
Triggers when a new comment is recieved
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create company
Creates a new company
Create deal
Creates a new deal
Create task
Creates a new task
Create contact
Creates a new contact
Link contact to company
Links a contact to the specified company
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
Send email
Sends a new email
Fetch contact by email
Fetches the details of an existing contact using email
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.
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Business Controller & Process Transformation Manager, CASIOPE
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