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 Code
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
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)