Teamleader
With Teamleader modules in Make, you can manage the companies, contacts, deals, invoices, users, projects, events, tasks, time tracking entries, and quotations in your Teamleader account.
To use Teamleader modules, you must have a Teamleader account. You can create an account at signup.teamleader.eu.
Refer to the Teamleader API Documentation for a list of available endpoints.
To establish the connection, you must:
- Log in to your Make account, add a Teamleader module to your , and click Create a connection.Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.
- Optional: In the Connection name field, enter a name for the connection.
- Optional: Click Show advanced settings and enter your custom integration client credentials. For more information, refer to the Teamleader Integrations support page and OAuth2 documentation.Use the following Redirect URI when creating your integration: https://www.integromat.com/oauth/cb/teamleader.
- Click Save.
- If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your and add more Teamleader modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
After connecting the app, you can perform the following actions:
Company
- Watch Companies
- Watch Companies Updated
- Watch Company Updated
- Search Companies
- Create a Company
- Get a Company
- Update a Company
- Delete a Company
Contact
- Watch Contacts
- Watch Contacts Updated
- Watch Contact Updated
- Search Contacts
- Create a Contact
- Get a Contact
- Update a Contact
- Delete a Contact
- Link a Contact to a Company
- Unlink a Contact from a Company
Deals
- Watch Deals
- Watch Accepted Deals
- Watch Deal Phases
- Search Deals
- Create a Deal
- Get a Deal
- Update a Deal
- Delete a Deal
Invoice
- Watch Booked Invoices
- Watch Sent Invoices
- Watch Paid Invoices
- Get an Invoice
- Search Invoices
- Download an Invoice
- Get an Invoice URL
- Draft an Invoice
- Book an Invoice
User
- Watch User Deactivated
- Get a User
Project V2
- Search Projects V2
- Create a Project V2
- Get a Project V2
- Update a Project V2
- Close a Project V2
- Reopen a Project V2
- Delete a Project V2
- Search Project Lines
- Create a Project Line
- Get a Project Line
- Update a Project Line
- Delete a Project Line
Event
- Create an Event
- Update an Event
- Cancel an Event
Task
- Create a Task
- Update a Task
- Complete a Task
- Reopen a Task
- Delete a Task
- Schedule a Task
Time Tracking Entry
- Add a Time Tracking Entry
- Update a Time Tracking Entry
- Delete a Time Tracking Entry
Quotations
- Search Quotations
- Download a Quotation
- Get a Quotation URL
Other
- Make an API Call