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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.

Connect Teamleader to Make

To establish the connection, you must:

  1. Log in to your Make account, add a Teamleader module to your scenario, and click Create a connection.

    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.

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

  3. 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.

  4. Click Save.

  5. If prompted, authenticate your account and confirm access.

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

Build Teamleader Scenarios

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

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