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Teamleader Focus
Previewv2.0.0
55 actions · 8 events · 1 auth method
CRM

Getting Started

1

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.
2

Configure the Connector

Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.

Connector Profile · OAuth 2.0

OAuth 2.0 authorisation code flow. Teamleader issues 1-hour Bearer access tokens (RS256 JWT) plus single-use refresh tok…
3

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

Link Account · OAuth 2.0

4

Use Actions

Connect your agent to the linked account’s actions. See Agent Setup.Other ways to call actions are listed in Protocols & SDKs.

Actions

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55 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 Work Types
Returns the catalog of work types (labour categories used on tasks and time-tracking).
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 Activity Types
Returns the catalog of activity types (task, meeting, call — the categories that can back a calendar event).
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.
List Ticket Statuses
Returns the catalog of custom ticket statuses configured for the account.
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