Teamleader
Triggers
(5)New Contact
Triggers when a new contact is created
New Company
Triggers when a new company is created
New Deal
Triggers when a new deal is created
Deal Won
Triggers when a deal is won/accepted
New Invoice
Triggers when a new invoice is drafted
Actions
(13)Create Contact
Create a new contact record
Update Contact
Modify existing contact data
Create Company
Add a new company record
Update Company
Modify company information
Link Contact to Company
Associate a contact with a company
Unlink Contact from Company
Remove the association between contact and company
Create Deal
Create a new deal/opportunity
Update Deal
Modify deal properties
Search Companies
List or filter companies
Search Contacts
List or filter contacts
Search Deals
List or filter deals
Search Invoices
List or filter invoices
Custom API Call
Make a custom API call to a specific endpoint
Example automation
Trigger
Event received
from Teamleader
Action
Create Module Record
in Coherence
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