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Create a deal in Teamleader from an Airtable record

Create a deal in Teamleader from an Airtable record

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Every time a record is added to your Airtable a deal will be created in your Teamleader. In order for this scenario to work your table has to have the same fields as here

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Teamleader
Add a Participant to a Project (Legacy)

Adds a participant to a project specified by ID. Available only for Teamleader V1.

Action
Teamleader
Add a Time Tracking Entry

Adds a time tracking entry.

Action
Teamleader
Book an Invoice

Books a draft invoice.

Action
Airtable
Bulk Create Records (advanced)

Сreates multiple records.

Search
Airtable
Bulk Delete Records (advanced)

Deletes multiple records.

Action
Airtable
Bulk Update Records (advanced)

Updates multiple existing records.

Search
Airtable
Bulk Upsert Records (advanced)

Upserts multiple records.

Search
Teamleader
Cancel an Event

Cancels an event specified by ID.

Action
Teamleader
Close a Project (Legacy)

Closes a project specified by ID. Available only for Teamleader V1.

Action

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