Affinity and Teamleader Focus Integration

Affinity icon
Teamleader Focus icon
Affinity
Teamleader Focus

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Build crm workflows between Affinity and Teamleader Focus on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.

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Learn about Affinity and Teamleader Focus

Detailed info you need to know about Affinity and Teamleader Focus integrations in WEXTL. Explore which modules apps support and how you connect them.

Affinity

Affinity icon

CRM1 trigger15 searches13 actionsRelationship intelligence CRM for deal flow, people, and organizations. [5]

Teamleader Focus

Teamleader Focus icon

CRM20 triggers106 searches184 actionsAll-in-one CRM, invoicing, and project management for small businesses. [6]

How to connect Affinity to Teamleader Focus

Set up your Affinity and Teamleader Focus integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Affinity and Teamleader Focus work in WEXTL?

WEXTL exposes actions and triggers for Affinity and Teamleader Focus that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.

Affinity triggersTeamleader Focus actions

Affinity modules
  • Affinity icon
    Create an OpportunityCreates a new opportunity.
  • Affinity icon
    Create an OrganizationCreates a new organization.
  • Affinity icon
    Create a NoteCreates a new note.
  • Affinity icon
    Create a PersonCreates a new person.
  • Affinity icon
    Delete an OpportunityDeletes an existing opportunity by its id.
  • Affinity icon
    Delete a NoteDeletes an existing note by its id.
  • Affinity icon
    Delete a PersonDeletes an existing person by its id.
  • Affinity icon
    Get a CompanyRetrieves a single company by specified ID.
  • Affinity icon
    Get a ListRetrieves a single list by id.
  • Affinity icon
    Get an OpportunityRetrieves a single opportunity.
  • Affinity icon
    Get a PersonRetrieves a single person by id.
  • Affinity icon
    Get a Person ListsReturns lists of a specified person id.
  • Affinity icon
    Get Company ListsRetrieves a lists for a specified company.
  • Affinity icon
    Get Company Lists EntriesRetrieves a list entries for a specified company.
  • Affinity icon
    Get ListsRetrieves metadata for all lists.
  • Affinity icon
    List Custom Field ValuesRetrieves a custom field values for a specified entity id.
  • Affinity icon
    List OpportunitiesRetrieves a list of opportunities.
  • Affinity icon
    Make an API CallPerforms an arbitrary authorized API call.
  • Affinity icon
    Search CompaniesRetrieves a list of companies by specified criteria.
  • Affinity icon
    Search List EntriesSearches for list entries by specified criteria.
  • Affinity icon
    Search List Entries from a Saved ViewSearches for list entries by specified criteria from a saved view.
  • Affinity icon
    Search OrganizationsSearches for organizations.
  • Affinity icon
    Search PersonsRetrieves a list of persons by specified criteria.
  • Affinity icon
    Set a Custom Field ValueSets a custom field value to a specified entity.
  • Affinity icon
    Update a Custom Field ValueUpdates a custom field value.
  • Affinity icon
    Update an OpportunityUpdates an existing opportunity.
  • Affinity icon
    Update an OrganizationUpdates an existing organization details.
  • Affinity icon
    Update a PersonUpdates an existing person by its id.
  • Affinity icon
    Watch EventsTriggers when a specified event occurs.
Teamleader Focus modules
  • Teamleader Focus icon
    Accept a QuotationMarks a quotation as accepted.
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    Add a Closing DayAdds a company closing day.
  • Teamleader Focus icon
    Add a Deal to a ProjectLinks a deal to a project.
  • Teamleader Focus icon
    Add a Legacy Project ParticipantAdds a participant to a legacy project.
  • Teamleader Focus icon
    Add an External Party to a ProjectAdds an external party to a project.
  • Teamleader Focus icon
    Add an Internal Ticket MessageAdds an internal message to a ticket.
  • Teamleader Focus icon
    Add a Project CustomerAdds a customer to a project.
  • Teamleader Focus icon
    Add a Project Line to a GroupMoves a task or material into a project group.
  • Teamleader Focus icon
    Add a Project OwnerAdds an owner to a project.
  • Teamleader Focus icon
    Add a Quotation to a ProjectLinks a quotation to a project.
  • Teamleader Focus icon
    Add a Ticket ReplyAdds a customer-facing reply to a ticket.
  • Teamleader Focus icon
    Add a Time Tracking EntryAdds a new time tracking entry.
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    Approve an Incoming Credit NoteApproves an incoming credit note.
  • Teamleader Focus icon
    Approve an Incoming InvoiceApproves an incoming invoice.
  • Teamleader Focus icon
    Approve a ReceiptApproves a receipt.
  • Teamleader Focus icon
    Assign a ProjectAssigns a user or team to a project.
  • Teamleader Focus icon
    Assign a Project GroupAssigns a user or team to a project group.
  • Teamleader Focus icon
    Assign a Project MaterialAssigns a user or team to a project material.
  • Teamleader Focus icon
    Assign a Project TaskAssigns a user or team to a project task.
  • Teamleader Focus icon
    Book an InvoiceBooks a draft invoice.
  • Teamleader Focus icon
    Cancel a Calendar EventCancels a calendar event.
  • Teamleader Focus icon
    Close a Legacy MilestoneCloses a legacy milestone.
  • Teamleader Focus icon
    Close a Legacy ProjectCloses a legacy project.
  • Teamleader Focus icon
    Close a ProjectCloses a project.
  • Teamleader Focus icon
    Complete a CallMarks a call as completed.
  • Teamleader Focus icon
    Complete a MeetingMarks a meeting as completed.
  • Teamleader Focus icon
    Complete a TaskMarks a task as completed.
  • Teamleader Focus icon
    Copy an InvoiceCreates a new draft invoice from an existing one.
  • Teamleader Focus icon
    Create a Calendar EventCreates a new calendar event.
  • Teamleader Focus icon
    Create a CallSchedules a new call.
  • Teamleader Focus icon
    Create a CompanyCreates a new company.
  • Teamleader Focus icon
    Create a ContactCreates a new contact.
  • Teamleader Focus icon
    Create a Custom Field DefinitionCreates a new custom field definition.
  • Teamleader Focus icon
    Create a Day Off TypeCreates a new day off type.
  • Teamleader Focus icon
    Create a DealCreates a new deal.
  • Teamleader Focus icon
    Create a Deal PhaseCreates a new phase in a deal pipeline.
  • Teamleader Focus icon
    Create a Deal PipelineCreates a new deal pipeline.
  • Teamleader Focus icon
    Create a Draft InvoiceCreates a new draft invoice.
  • Teamleader Focus icon
    Create a Legacy MilestoneCreates a new milestone in a legacy project.
  • Teamleader Focus icon
    Create a Legacy ProjectCreates a new project in the legacy projects module.
  • Teamleader Focus icon
    Create a Meeting ReportCreates a report for a meeting.
  • Teamleader Focus icon
    Create an Incoming Credit NoteCreates a new incoming credit note.
  • Teamleader Focus icon
    Create an Incoming InvoiceCreates a new incoming invoice.
  • Teamleader Focus icon
    Create a NoteAdds a note to a record.
  • Teamleader Focus icon
    Create a ProductCreates a new product.
  • Teamleader Focus icon
    Create a ProjectCreates a new project.
  • Teamleader Focus icon
    Create a Project GroupCreates a new group in a project.
  • Teamleader Focus icon
    Create a Project MaterialAdds a new material to a project.
  • Teamleader Focus icon
    Create a Project TaskCreates a new task in a project.
  • Teamleader Focus icon
    Create a QuotationCreates a new quotation for a deal.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Affinity and Teamleader Focus integrations. Pick any from the list below if the current combination isn't the one you need.

Alternative integrations to Affinity [5]

Alternative integrations to Teamleader Focus [6]

Try Affinity and Teamleader Focus on WEXTL®

Claim your 3-day trial to build Affinity with Teamleader Focus integration and access every WEXTL® feature.

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Frequently asked questions

Common questions about connecting Affinity and Teamleader Focus.

References

List of sources used to gather information about the Affinity and Teamleader Focus integration.

  1. Affinity and Teamleader Focus integration source code, module specs and credentials implementation.
  2. Our Affinity and Teamleader Focus integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Affinity and Teamleader Focus — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Affinity integration information
  6. Teamleader Focus integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

Explore Affinity and Teamleader Focus, or get started