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
Notion
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
  • Appends a new data source item content.

  • Appends a new page content.

  • Adds a new data source to database or page.

  • Creates a new item in a data source.

  • Creates a new database with default data source.

  • Creates a new database as a subpage in a specified page.

  • Creates a new item in a database.

  • Creates a new page in a specified page.

  • Sets a page content/block, as archived.

  • Gets a specified data source.

  • Gets a specified data source (or legacy database) item.

  • Gets a specified database.

  • Gets a specified database.

  • Gets a specified page.

  • Get a specified page content/block.

  • Performs an arbitrary authorized API call.

  • Updates a data source.

  • Updates an existing data source (or legacy database) item.

  • Updates an existing database.

  • Updates an existing database.

  • Updates an existing page.

  • Updates an existing page content/block.

Select a trigger and an action

Create workflow (opens in a new tab)