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Teamleader Focus
Teamleader Focus
52 actions · 8 events · 1 auth method
PreviewCRM

Authentication

OAuth 2.0

OAuth 2.0 authorisation code flow. Teamleader issues 1-hour Bearer access tokens (RS256 JWT) plus single-use refresh tok…Guides: Connector Profile, Link Account
Actions
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52 actions
Action
Description
Required scopes
List Companies
Returns a paginated list of companies in the Teamleader account.
Get A Single Company
Returns full details for a single company by id.
Create A New Company
Creates a new company. name is required; everything else is optional.
Update A Company
Updates an existing company. Collection fields (emails, telephones, addresses, tags) replace entirely.
Delete A Company
Deletes a company by id.
List Contacts
Returns a paginated list of contacts.
Get A Single Contact
Returns full details for a single contact by id.
Create A New Contact
Creates a new contact. last_name is required.
Update A Contact
Updates an existing contact. Collection fields replace entirely.
Delete A Contact
Deletes a contact by id.
List Deals
Returns a paginated list of deals.
Get A Single Deal
Returns full details for a single deal by id.
Create A New Deal
Creates a new deal for a customer.
Update A Deal
Updates an existing deal.
Delete A Deal
Deletes a deal by id.
Mark Deal As Won
Marks a deal as won.
Mark Deal As Lost
Marks a deal as lost with an optional reason.
List Quotations
Returns a paginated list of quotations.
Get A Single Quotation
Returns full details for a single quotation by id.
Create A New Quotation
Creates a quotation tied to a deal.
Update A Quotation
Updates an existing quotation.
Delete A Quotation
Deletes a quotation by id.
Send A Quotation
Sends one or more quotations from the same deal via email.
Mark Quotation As Accepted
Marks a quotation as accepted by the customer.
List Invoices
Returns a paginated list of invoices.
Get A Single Invoice
Returns full details for a single invoice by id.
Create A Draft Invoice
Creates a draft invoice. Must be booked separately with book_invoice before it can be sent.
Update A Draft Invoice
Updates a draft invoice. Booked invoices cannot be updated here.
Delete An Invoice
Deletes an invoice by id (only drafts or the last booked invoice).
Book A Draft Invoice
Books a draft invoice (assigns invoice number, locks structural changes).
Send An Invoice
Sends a booked invoice via email. The sending department must have an email_address configured — otherwise the provider…
Register A Payment For An Invoice
Registers a payment against an invoice.
List Tasks
Returns a paginated list of tasks. NOTE - this endpoint requires the todos OAuth scope, not tasks.
Get A Single Task
Returns information about a task. NOTE - this endpoint requires the todos OAuth scope.
Create A New Task
Creates a new task. NOTE - this endpoint requires the todos OAuth scope, not tasks.
Update A Task
Updates an existing task. NOTE - this endpoint requires the todos OAuth scope.
Delete A Task
Deletes a task by id. NOTE - this endpoint requires the todos OAuth scope.
Mark Task As Complete
Marks a task as completed. NOTE - this endpoint requires the todos OAuth scope.
List Calendar Events
Returns a paginated list of calendar events.
Get A Single Calendar Event
Returns full details for a single calendar event by id.
Create A New Calendar Event
Creates a new calendar event.
Update A Calendar Event
Updates an existing calendar event.
Cancel A Calendar Event
Cancels a calendar event for all attendees.
List Tickets
Returns a paginated list of customer-support tickets.
Get A Single Ticket
Returns full details for a single ticket by id.
Create A Ticket
Creates a new customer-support ticket.
Update A Ticket
Updates an existing ticket.
Get The Authenticated User
Returns the authenticated user (the resource owner of the access token).
List Users
Returns a paginated list of users in the Teamleader account.
Get A Single User
Returns full details for a single user by id.
List Departments
Returns a list of departments (legal entities).
Get A Single Department
Returns full details for a single department by id.
Events
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8 events
Event
Description
Tags
Webhook Ping / Verification
Acknowledge Teamleader webhook delivery probes that don’t carry a recognised event type.
Verification
Company Added
Emits when a new company is created in Teamleader. Payload id is the new company UUID.
Companies
Contact Added
Emits when a new contact is created in Teamleader. Payload id is the new contact UUID.
Contacts
Deal Created
Emits when a new deal (sale opportunity) is created. Payload id is the new deal UUID.
Deals
Deal Won
Emits when a deal is marked as won (deals.win was called). Use for revenue/commission downstream flows.
Deals
Deal Lost
Emits when a deal is marked as lost (deals.lose was called). Use for loss-reason analytics and re-engagement triggers.
Deals
Invoice Booked
Emits when a draft invoice is formally booked (invoices.book) — invoice number assigned and structure locked.
Invoices
Invoice Payment Registered
Emits when a payment is registered against an invoice (invoices.registerPayment). Use for reconciliation and revenue r…
Invoices

Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See the Projects Guide.
2

Configure the Connector

Enable the connector and set up a connector profile in your project. See Managing Connectors.
https://stackone-logos.com/api/teamleader/filled/png

Connector Profile

Teamleader Focus - OAuth 2.0
3

Link an Account

Connect an account using StackOne Hub or Auth Link.
https://stackone-logos.com/api/teamleader/filled/png

Link Account

Teamleader Focus - OAuth 2.0
4

Use Actions

Invoke actions using one of the methods below: