Business Types

Companies

Contacts

Deals

Projects

Tasks

Users

Teamleader

departments.list

departments.info

users.me

users.list

users.info

Returns information about days off of a given user.

users.listDaysOff

teams.list

Get a list of all the definitions of custom fields.

customFieldDefinitions.list

Get info about a specific custom field definition.

customFieldDefinitions.info

Get a list of all work types, sorted alphabetically (on their name).

workTypes.list

documentTemplates.list

Get a list of exchange rates for a provided currency.

currencies.exchangeRates

notes.list

notes.create

notes.update

emailTracking.list

emailTracking.create

Returns information about closing days the account

closingDays.list

Returns a list of day off types for the account

dayOffTypes.list

contacts.list

contacts.info

contacts.add

contacts.update

contacts.delete

contacts.tag

contacts.untag

contacts.linkToCompany

contacts.unlinkFromCompany

contacts.updateCompanyLink

companies.list

companies.info

companies.add

companies.update

companies.delete

companies.tag

companies.untag

Get the names of business types (legal structures) a company can have within a certain country, sorted alphabetically.

businessTypes.list

tags.list

Get a list of level two areas (which correspond to provinces, departments or states in most countries).

levelTwoAreas.list

deals.list

deals.info

deals.create

deals.update

deals.move

deals.win

deals.lose

deals.delete

lostReasons.list

dealPipelines.list

dealPipelines.create

dealPipelines.update

dealPipelines.markAsDefault

Create a new deal pipeline by duplicating an existing one.

dealPipelines.duplicate

dealPipelines.delete

Get a list of all phases a deal can go through, sorted by their order in the flow.

dealPhases.list

dealPhases.create

dealPhases.update

Create a new deal phase by duplicating an existing one.

dealPhases.duplicate

Move a phase to a new position in the pipeline.

dealPhases.move

dealPhases.delete

Get a list of all deal sources, sorted alphabetically (on name)

dealSources.list

quotations.list

quotations.info

Download a quotation in a specific format.

quotations.download

quotations.create

quotations.send

quotations.update

quotations.accept

quotations.delete

meetings.list

meetings.info

meetings.schedule

meetings.update

meetings.complete

meetings.delete

meetings.createReport

calls.list

calls.info

calls.add

calls.update

calls.complete

callOutcomes.list

events.list

events.info

events.create

events.update

Cancel a calendar event (for all attendees).

events.cancel

activityTypes.list

invoices.list

invoices.info

Download an invoice in a specific format.

invoices.download

invoices.draft

Update a draft invoice. Booked invoices cannot be updated.

invoices.update

Update a booked invoice. Only available when editing booked invoices is allowed through the settings.

invoices.updateBooked

Creates a new draft invoice based on another invoice

invoices.copy

invoices.book

Delete an existing invoice. Only possible for draft invoices or the last booked invoice.

invoices.delete

invoices.registerPayment

Marks an invoice as unpaid and removes all linked payments. This will also trigger a re-rendering of the invoice PDF.

invoices.removePayments

invoices.credit

Salesforce

HubSpot

Microsoft Dynamics 365

Zoho CRM

Pipedrive

Freshsales

Keap

SugarCRM

Outreach

Xero

ActiveCampaign

Capsule CRM

Salesloft

Agile CRM

SalesForce Pardot

SharpSpring

Insightly

Zendesk

Sage Accounting

Attio

Copper

Intercom

Zoho Books

Front

Close

Freshdesk

Breezy HR

Affinity

Exact Online

Mautic

# Realtime Full two-way Sync of Companies

This scenario enables your application to fully sync Companies between your app and any external application in both directions. It handles the initial import/export of Companies and then sends events when a Company is created, updated, or deleted on any side, as close to real-time as possible.

Company fields will be mapped from your application's schema to the application-specific schema.

## How It Works

1. **Initial Sync**:
   - Perform the initial import by calling the Integration.app REST API or SDK in a loop from your code to retrieve data page by page. Integration.app transforms the output into a consistent format compatible with your API, allowing you to save and match data efficiently.
   - Make another set of requests to create Companies in external app, if needed.

2. **Continuous Sync from External App**:
   - Enable subscription via a single API or SDK call to continuously receive created, updated, or deleted events from external applications.
   - Integration.app manages all integration-specific logic, including subscribing to/unsubscribing from webhooks, custom polling of events, or performing periodic full syncs.
   - You will only receive the necessary events as real-time as supported by the external application's API.


2. **Continuous Sync from Your App**:
   - You will get a single webhook URI that you will use to send events about created, updated, or deleted Companies to Integration.app.
   - Once send, Integration.app will map the webhook payload to the format supported by external application and send the correct request


Two-way realtime sync of Companies

Bi-directional realtime sync of Companies with records deduplication

Mailchimp

NetSuite

AWeber

Apollo.io

GoHighLevel

Ontraport

Jobnimbus

# Continuous Import of Contacts to Your App

This scenario enables your application to continuously sync Contacts from any external application to your app's API. It handles the initial import of Contacts and keeps them synchronized when a Contact is created, updated, or deleted in the external application.

When receiving Contacts data from the external application, the data is transformed into a format supported by your app's API. Additionally, if needed, your customers can customize the data mapping based on their specific external application setup.

## How It Works

1. **Initial Import**:
   - Perform the initial import by calling the Integration.app REST API or SDK in a loop from your code to retrieve data page by page.
   - Integration.app transforms the output into a consistent format compatible with your API, allowing you to save the data efficiently.

2. **Continuous Sync**:
   - Enable subscription via a single API or SDK call to continuously receive created, updated, or deleted events.
   - Integration.app manages all integration-specific logic, including subscribing to/unsubscribing from webhooks, custom polling of events, or performing periodic full syncs.
   - You will only receive the necessary events as real-time as supported by the external application's API.

Continuously Import Contacts to my App

Import Contacts and receive created/updated or deleted events

Microsoft Sharepoint

Monday

Slack

Jira

Asana

Github

Notion

Clickup

Microsoft Teams

Greenhouse Harvest

Calendly

BambooHR

Basecamp

Okta

Deel

Lever

Google Workspace

Microsoft Entra ID

# Continuous Import of Users to Your App

This scenario enables your application to continuously sync Users from any external application to your app's API. It handles the initial import of Users and keeps them synchronized when a User is created, updated, or deleted in the external application.

When receiving Users data from the external application, the data is transformed into a format supported by your app's API. Additionally, if needed, your customers can customize the data mapping based on their specific external application setup.

## How It Works

1. **Initial Import**:
   - Perform the initial import by calling the Integration.app REST API or SDK in a loop from your code to retrieve data page by page.
   - Integration.app transforms the output into a consistent format compatible with your API, allowing you to save the data efficiently.

2. **Continuous Sync**:
   - Enable subscription via a single API or SDK call to continuously receive created, updated, or deleted events.
   - Integration.app manages all integration-specific logic, including subscribing to/unsubscribing from webhooks, custom polling of events, or performing periodic full syncs.
   - You will only receive the necessary events as real-time as supported by the external application's API.

Continuously Import Users to my App

Import Users and receive created/updated or deleted events

# Delete Company

This scenario allows your application to delete a Company from any external application. 
You will pass ID of the Company you want to delete and Integration.app will handle the rest.

## How It Works

1. **Delete Company API call**:
   - Call Integration.app REST API or SDK with ID of the Company you want to delete and Integration.app will send the correct request to the external app.


Delete Company

Deletes Company in any external application

Freshbooks

Trello Connector

Bluebeam

# Update Project

This scenario allows your application to update a Project in any external application in the same way. 
You will pass  ID of the Project you want to update and Project fields in any format your application support and Integration.app will handle mapping of them to the schema of any selected application.
Additionally, if needed, your customers can customize the data mapping based on their specific setup.

## How It Works

1. **Configuration**:
   - You will setup the schema of fields that you wish to update Project with and configure mapping to our default model

2. **Create Project API call**:
   - Call Integration.app REST API or SDK with payload matching the field mapping you configured and ID. You can run it for any external application via the same request.
   - When called, Integration.app transforms your Project data into a format compatible with the selected external application.
   - It then makes an API call to update the Project in that specific application.


Update Project

Updates Project in any external application

Teamleader API Integration Profile

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