Teamleader
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Teamleader

The Teamleader modules allow you to watch, create, update, list, and delete the contacts, companies, deals, and invoices in your Teamleader account.

To get started with Teamleader, create a Teamleader account at signup.teamleader.eu.

For the list of available endpoints, refer to the Teamleader API Documentation.

Connecting Teamleader to {{Make}}

To connect Teamleader app:

  1. Log in to your {{Make}} account, insert a Teamleader module scenario and click the Add button next to the Connection field.

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  2. In the Connection name field, enter a name for the connection.

  3. Optional: Click Show Advanced Settings and enter the client credentials. To retrieve client credentials, see Create your custom app and credentials.

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  4. Click Save.

  5. In the Email and Password fields, enter your Teamleader account login credentials. Click Log In.

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  6. Confirm the access by clicking Authorize.

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You have successfully established the connection. You can now edit your scenario and add more Teamleader modules. If your connection needs reauthorization at any point, follow the connection renewal steps here.

Create your custom app and credentials

To create your custom app integration:

  1. Log in to your Teamleader Developer account.

  2. Click Build > Your Integrations > Create Integration.

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  3. Enter a name for your Integration and click Create Integration.

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  4. In the OAuth credentials section, in the valid redirect URIs field, enter https://www.integromat.com/oauth/cb/teamleader and https://www.make.com/oauth/cb/teamleader.

  5. Select the required OAuth scopes.

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  6. Click Save Changes and copy the Client ID and Client Secret values to a safe place.

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You have successfully created client credentials.

Build Teamleader Scenarios

After connecting the app, you can perform the following actions:

Company

  • Watch Companies

  • Watch Companies Updated

  • Watch Company Updated

  • List 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

Deal

  • Watch Deals

  • Watch Accepted Deals

  • Watch Deal Phases

  • Search Deals

  • Create a Deal

  • Update a Deal

  • Delete a Deal

Invoice

  • Watch Booked Invoices

  • Watch Sent Invoices

  • Watch Paid Invoices

  • Get an Invoice

  • Search Invoice

  • Download an Invoice

  • Get an Invoice URL

  • Draft an Invoice

  • Book an Invoice

User

  • Watch User Deactivated

  • Get a User

Project

  • Watch Projects

  • Watch Project Updated

  • Watch Milestones

  • Watch Milestone Updated

  • Create a Project

  • Updated a Project

  • Get a Project

  • Search Projects

  • Close a Project

  • Reopen a Project

  • Delete a Project

  • Add a Participant to a Project

  • Update a Participant of a Project

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

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