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Teamleader Integration

Teamleader is an all-in-one platform that helps you drive business efficiency, grow profits, and scale confidently with client work. It offers project management, time tracking, resource management, performance reporting, and integrations for various client service industries.

Triggers

Trigger components allow you to start an automation flow when an event happens in the app.

New Deal Created

Triggers when a new deal is created. See the docs for more information.

New Invoice Paid

Triggers when an invoice is paid. See the docs for more information.

Actions

Action components allow you to perform operations on the app.

Create Contact

Create contact from your Teamleader Account. See the docs for more information.

Create Deal

Create deal from your Teamleader Account. See the docs for more information.

Create Invoice

Create invoice from your Teamleader Account. See the docs for more information.

Get Deal

Get deal from your Teamleader Account. See the docs for more information.

How to Integrate Teamleader?

For Teamleader integration with Monkedo and to build seamless no-code workflow automations, follow these simple steps:

  1. Log in to your Monkedo account.
  2. Navigate to the Automation section and click on "Create Automation."
  3. In the left sidebar, you’ll find various component categories such as Triggers, Actions, Flow Control, Data Actions, and Browser Actions.
  4. Select Actions or Triggers, then use the search bar to find Teamleader.
  5. Drag and drop the Teamleader component into the editor area.
  6. Click on the component to view its settings in the right-hand panel.
  7. Hit the Connect button and follow the prompts to authorize Monkedo to access your Teamleader account.

Once connected, you can begin customizing your automation by filling in the required fields and adding additional app components. Link outputs to inputs between components to define a smooth and logical workflow. Need assistance? Watch our quick tutorial video here to get started faster!