Teamleader

Trigger

Create a request filter that will invoke any of the actions below when an API request matches the filter criteria.

Actions

Any of the actions listed below can be triggered when a new request matches one of your request filters. These actions can also be incorporated into multi-step workflows, enabling the development of robust logic to fulfill your business requirements.

Create Company

Add a new company record

Create Contact

Create a new contact record

Create Deal

Create a new deal/opportunity

Custom API Call

Make a custom API call to a specific endpoint

Link Contact to Company

Associate a contact with a company

Search Companies

List or filter companies

Search Contacts

List or filter contacts

Search Deals

List or filter deals

Search Invoices

List or filter invoices

Unlink Contact from Company

Remove the association between contact and company

Update Company

Modify company information

Update Contact

Modify existing contact data

Update Deal

Modify deal properties