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Teamleader
Make AI Toolkit

Connect Teamleader and Make AI Toolkit

Explore ready-made Teamleader and Make AI Toolkit templates and start automating in minutes.

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Create a custom workflow

Integrate Teamleader with Make AI Toolkit and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Teamleader
Trigger: Watch Accepted Deals
Make AI Toolkit
Action: Select an action
1. Select a trigger

  • Triggers when a deal is accepted.

  • Triggers when an invoice has been booked.

  • Triggers when a new company is added.

  • Triggers when a company has been updated.

  • Triggers when a company has been updated.

  • Triggers when a contact has been updated.

  • Triggers when a new contact is added.

  • Triggers when a contact has been updated.

  • Triggers when a deal enters a different phase.

  • Triggers when a new deal is created.

  • Triggers when a milestone has been updated.

  • Triggers when a new milestone has been added.

  • Triggers when an invoice is paid.

  • Triggers when a project has been updated. Available only for Teamleader V1.

  • Triggers when a new project has been created. Available only for Teamleader V1.

  • Triggers when a project is updated. Available only for Teamleader V2.

  • Triggers when a new project is created. Available only for Teamleader V2.

  • Triggers when an invoice has been sent.

  • Triggers when a user has been deactivated.

2. Select an action

  • Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.

  • Analyzes text and assigns it to categories from a list you define.

  • Splits text into smaller, more manageable pieces. These are known as chunks.

  • Retrieves information that you specify from a text.

  • Detects the language that text is written in.

  • Sends a request for AI to answer. The response will always be in the text format.

  • Adjusts the style and format of text to ensure it’s consistent.

  • Condenses longer text into a shorter summary.

  • Translates text from one language into another.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Teamleader and Make AI Toolkit.

Add a Participant to a Project (Legacy)
Adds a participant to a project specified by ID. Available only for Teamleader V1.
Action
Add a Time Tracking Entry
Adds a time tracking entry.
Action
Analyze sentiment
Evaluates the tone of a text and determines if it’s `positive`, `neutral`, or `negative`. This is known as the sentiment.
Action
Book an Invoice
Books a draft invoice.
Action
Cancel an Event
Cancels an event specified by ID.
Action
Categorize text
Analyzes text and assigns it to categories from a list you define.
Action
Chunk text
Splits text into smaller, more manageable pieces. These are known as chunks.
Action
Close a Project (Legacy)
Closes a project specified by ID. Available only for Teamleader V1.
Action
Close a Project V2
Closes a project specified by ID. Available only for Teamleader V2.
Action
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.