Teamleader

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

Getting Started with Teamleader

Prerequisites

  • A Teamleader account

In order to use Teamleader with Make, it is necessary to have a Teamleader account. If you do not have one, you can create a Teamleader account at signup.teamleader.eu.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

1. Go toMake and open the Teamleader module's Create a connection dialog.

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

3. Enter your account login credentials and confirm the access by clicking Authorize.

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The connection has been established.

Watch Companies

Triggers when a new company is added.

Note

You do not have to add the webhooks in the Teamleader as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Teamleader account.

List Companies

Lists Companies.

Connection

Establish a connection to your Teamleader account.

Limit

Set the maximum number of companies Make should return during one scenario execution cycle.

Email

Enter the email addresses whose associated companies you want to list.

IDs

Select the IDs whose associated companies you want to list.

Search Term

Enter a keyword or phrase to search the contacts based on the specified query.

Updated Since

Enter the date to list the companies updated on or after the specified date. See the list of supported date and time formats.

Tags

Add the tags for the companies to list the companies with the specified tags.

Create a Company

Creates a new company.

Connection

Establish a connection to your Teamleader account.

Name

Enter a name for the company.

Business Type ID

Select the business type ID.

VAT Number

Enter the company's VAT details.

Local Business Number

Enter the company's local business

Primary

Enter the company's primary email address.

Invoicing

Enter the email address to mention on the company's invoices.

Phone Numbers

Enter the company's contact phone number.

Fax Number

Enter the company's fax number.

Address

Enter the company's primary address details.

Postal Code

Enter the company's postal code.

City

Enter the company's city name.

Country

Select the company's country.

Address

Enter the company's address or invoices.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Enter the country name.

Addressee

Enter the contact person's name at the address.

Address

Enter the company's address for delivery goods.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Enter the country name.

Addressee

Enter the contact person's name at the address.

Address

Enter the company's visiting address.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Enter the country name.

Addressee

Enter the contact person's name at the address.

IBAN Account Number

Enter the contact's IBAN Account Number.

BIC - SWIFT

Enter the contact's SWIFT details.

Language

Select the company's preferred language.

Account Manager

Select the company's account manager.

Remarks

Enter any other additional information about the contact you want to mention.

Opt-in Marketing Mails

Select the checkbox if the contact has opted for receiving the marketing emails.

Tags

Add the tags for the contact. For example, Customer.

Custom Fields

Add the custom fields and their values.

Get a Company

Gets information about a company.

Connection

Establish a connection to your Teamleader account.

Company ID

Select the Company whose details you want to retrieve.

Update a Company

Updates a company's information.

Connection

Establish a connection to your Teamleader account.

Target Company ID

Select the company ID whose details you want to update.

Name

Enter a name for the company.

Business Type ID

Select the business type ID.

VAT Number

Enter the company's VAT details.

Local Business Number

Enter the company's local business

Primary

Enter the company's primary email address.

Invoicing

Enter the email address to mention on the company's invoices.

Phone Numbers

Enter the company's contact phone number.

Fax Number

Enter the company's fax number.

Address

Enter the company's primary address details.

Postal Code

Enter the company's postal code.

City

Enter the company's city name.

Country

Select the company's country.

Address

Enter the company's address or invoices.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Enter the country name.

Addressee

Enter the contact person's name at the address.

Address

Enter the company's address for delivery goods.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Enter the country name.

Addressee

Enter the contact person's name at the address.

Address

Enter the company's visiting address.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Enter the country name.

Addressee

Enter the contact person's name at the address.

IBAN Account Number

Enter the contact's IBAN Account Number.

BIC - SWIFT

Enter the contact's SWIFT details.

Language

Select the company's preferred language.

Account Manager

Select the company's account manager.

Remarks

Enter any other additional information about the contact you want to mention.

Opt-in Marketing Mails

Select the checkbox if the contact has opted for receiving the marketing emails.

Tags

Add the tags for the contact. For example, Customer.

Custom Fields

Add the custom fields and their values.

Delete a Company

Deletes a company.

Connection

Establish a connection to your Teamleader account.

Company ID

Select the Company ID you want to delete.

Watch Contacts

Triggers when a new contact is added.

Note

You do not have to add the webhooks in the Teamleader as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Teamleader account.

List Contacts

Lists Contacts.

Connection

Establish a connection to your Teamleader account.

Limit

Set the maximum number of contacts Make should return during one scenario execution cycle.

Email

Enter the email addresses whose associated companies you want to list.

IDs

Select the IDs whose associated companies you want to list.

Search Term

Enter a keyword or phrase to search the contacts based on the specified query.

Updated Since

Enter the date to list the companies updated on or after the specified date. See the list of supported date and time formats.

Tags

Add the tags for the companies to list the companies with the specified tags.

Create a Contact

Creates a new contact.

Connection

Establish a connection to your Teamleader account.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Primary

Enter the contact's primary email address.

Salutation

Enter the contact's preferred salutation. For example, Mr.

Phone

Enter the contact's phone number.

Mobile

Enter the contact's mobile phone number.

Fax

Enter the contact's fax number.

Website

Enter the contact's website URL address.

Address

Enter the contact's primary street address.

Postal Code

Enter the area postal code

City

Enter the city name.

Country

Enter the country name.

Address

Enter the contact's street address to mention in the invoice.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Select the country name.

Addressee

Enter the contact person's name at the address.

Address

Enter the contact's delivery address.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Select the country name.

Addressee

Enter the contact person's name at the address.

Address

Enter the contact's visiting address.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Select the country name.

Addressee

Enter the contact person's name at the address.

Language

Select the contact's preferred language. For example, English.

Gender

Select the contact's gender. For example, female.

Birth Date

Enter the contact's date of birth. See the list of supported date and time formats.

IBAN Account Number

Enter the contact's IBAN Account Number.

BIC - SWIFT

Enter the contact's SWIFT details.

National ID Number

Enter the contact's National ID number.

Remarks

Enter any other additional information about the contact you want to mention.

Opt-in marketing mails

Select the checkbox if the contact has opted for receiving the marketing emails.

Tags

Add the tags for the contact. For example, Customer.

Custom Fields

Add the custom fields and their values.

Get a Contact

Gets information about a contact.

Connection

Establish a connection to your Teamleader account.

Contact ID

Select the Contact ID whose details you want to retrieve.

Update a Contact

Updates contact.

Connection

Establish a connection to your Teamleader account.

First Name

Enter the contact's first name.

Last Name

Enter the contact's last name.

Primary

Enter the contact's primary email address.

Salutation

Enter the contact's preferred salutation. For example, Mr.

Phone

Enter the contact's phone number.

Mobile

Enter the contact's mobile phone number.

Fax

Enter the contact's fax number.

Website

Enter the contact's website URL address.

Address

Enter the contact's primary street address.

Postal Code

Enter the area postal code

City

Enter the city name.

Country

Enter the country name.

Address

Enter the contact's street address to mention in the invoice.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Select the country name.

Addressee

Enter the contact person's name at the address.

Address

Enter the contact's delivery address.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Select the country name.

Addressee

Enter the contact person's name at the address.

Address

Enter the contact's visiting address.

Postal Code

Enter the area postal code.

City

Enter the city name.

Country

Select the country name.

Addressee

Enter the contact person's name at the address.

Language

Select the contact's preferred language. For example, English.

Gender

Select the contact's gender. For example, female.

Birth Date

Enter the contact's date of birth. See the .

IBAN Account Number

Enter the contact's IBAN Account Number.

BIC - SWIFT

Enter the contact's SWIFT details.

National ID Number

Enter the contact's National ID number.

Remarks

Enter any other additional information about the contact you want to mention.

Opt-in marketing mails

Select the checkbox if the contact has opted for receiving the marketing emails.

Tags

Add the tags for the contact. For example, Customer.

Custom Fields

Add the custom fields and their values.

Delete a Contact

Deletes a contact.

Connection

Establish a connection to your Teamleader account.

Contact ID

Select the Contact ID you want to delete.

Watch Deals

Triggers when a new deal is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Teamleader account.

Watch Accepted Deals

Triggers when a deal is accepted.

Note

You do not have to add the webhooks in the Teamleader as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Teamleader account.

List Deals

Lists deals.

Connection

Establish a connection to your Teamleader account.

Limit

Set the maximum number of deals Make should return during one scenario execution cycle.

Email

Enter the contact's email address whose deals you want to list.

IDs

Add Contact IDs whose deals you want to list.

Company

Select the company whose deals you want to list.

Search Term

Enter a keyword or phrase to search the deals based on the specified query.

Updated Since

Enter a date to search deals updated on or after the specified date. See the list of supported date and time formats.

Tags

Add the tags to search the deals with the specified tags.

Create a Deal

Creates a new deal.

Connection

Establish a connection to your Teamleader account.

Title

Enter a name for the deal.

Summary

Enter the details of the deal.

Type

Select the deal type. For example, Contact.

Contact Person

Select the contact person's name for the deal.

Source

Select the source from where the deal is received. For example, Conference.

Department

Select the department associated with the deal.

Assigned To

Select the user to whom the deal is assigned.

Phase

Select the phase of the deal:

  • New

  • Contacted

  • Meeting Scheduled

  • Quotation Sent

  • Accepted

  • Refused

Amount

Enter the deal amount. The department's default currency is used.

Estimated Probability

Enter the probability of closing the deal.

Estimated Closing Date

Enter the date on which the deal is expected to close. See the list of supported date and time formats.

Custom Feilds

Add the custom field ID and its value.

Get a Deal

Gets information about a deal.

Connection

Establish a connection to your Teamleader account.

Deal ID

Select the Deal ID whose details you want to retrieve.

Update a Deal

Updates a deal.

Connection

Establish a connection to your Teamleader account.

Target Deal ID

Select the Deal ID whose details you want to update.

Title

Enter a name for the deal.

Summary

Enter the details of the deal.

Type

Select the deal type. For example, Contact.

Contact Person

Select the contact person's name for the deal.

Source

Select the source from where the deal is received. For example, Conference.

Department

Select the department associated with the deal.

Assigned To

Select the user to whom the deal is assigned.

Phase

Select the phase of the deal:

  • New

  • Contacted

  • Meeting Scheduled

  • Quotation Sent

  • Accepted

  • Refused

Amount

Enter the deal amount. The department's default currency is used.

Estimated Probability

Enter the probability of closing the deal.

Estimated Closing Date

Enter the date on which the deal is expected to close. See the list of supported date and time formats.

Custom Feilds

Add the custom field ID and its value.

Note

It is not possible to change just the specified fields, if specified fields are updated, unspecified fields will be deleted. Leaving the array empty will not delete any custom fields.

Delete a Deal

Deletes a deal.

Connection

Establish a connection to your Teamleader account.

Deal ID

Select the Deal ID you want to delete.

Watch Paid Invoices

Triggers when an invoice is paid.

Note

You do not have to add the webhooks in the Teamleader as it is automatically done for you once you add and save an instant trigger module to your scenario.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Teamleader account.

Get an Invoice

Gets information about an invoice.

Connection

Establish a connection to your Teamleader account.

Invoice ID

Select the Invoice ID whose details you want to retrieve.

Get a User

Gets information about a user.

Connection

Establish a connection to your Teamleader account.

User ID

Select the User ID whose details you want to retrieve.

Make an API Call

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Teamleader account.

URL

Enter a path relative to https://api.teamleader.com/. For example: /users.list

Note

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

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Companies

The following API call returns all the companies from your Teamleader account:

URL: /companies.list

Method: GET

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Matches of the search can be found in the module's Output under Bundle > Body > data. In our example, 4 companies were returned:

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