Integrate Forecast with Teamleader
Send information between Forecast and Teamleader automatically, without writing any code, using Zoho Flow.
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Start a new project in Forecast whenever a new project is launched in Teamleader
Enable efficient tracking and reporting of projects by creating a new project in your project management platform. This flow will start a new project in Forecast whenever a new project is launched in Teamleader.
How it works
- The flow triggers when a new project is created in Teamleader.
- Zoho Flow creates a new project in Forecast.
Start a new project in Forecast whenever a new project is launched in Teamleader
Teamleader + Forecast
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Supported triggers and actions
Integrate Forecast and Teamleader using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New person
Triggers when a new person is added
New milestone
Triggers when a new milestone is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
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
All Actions - Actions are the automated tasks
Create subtask
Creates a new sub task/to-do
Create label
Creates a new label
Create task
Creates a new task
Create time registration
Creates a new time registration
Create client
Creates a new client
Add person
Adds a new person
Create milestone
Creates a new milestone in the selected project
Create project
Creates a new project
Create sprint
Creates a new sprint in the selected project
Fetch label
Fetches an existing label by name
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
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
Similar apps
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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