STEP 1
Connect Apptivo and Teamleader Focus
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Apptivo and Teamleader Focus Integration
Keep Apptivo and Teamleader Focus in sync by integrating their events and actions. When crm events happen in Apptivo, update the Teamleader Focus automatically - without any line of code in visual workflow builder.
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Learn about Apptivo and Teamleader Focus
Detailed info you need to know about Apptivo and Teamleader Focus integrations in WEXTL. Explore which modules apps support and how you connect them.
Teamleader Focus
All-in-one CRM, invoicing, and project management for small businesses. [6]
How to connect Apptivo to Teamleader Focus
Set up your Apptivo and Teamleader Focus integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Apptivo and Teamleader Focus nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Apptivo and Teamleader Focus. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Apptivo and Teamleader Focus work in WEXTL?
WEXTL exposes actions and triggers for Apptivo 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.
Apptivo triggersTeamleader Focus actions
Apptivo modules
- Create a CaseCreates a new case in the system.
- Create a ContactCreates a new contact in the system.
- Create a LeadCreates a lead in the system with specified details.
- Create an OpportunityCreates an Opportunity.
- Create CustomerCreates a customer in the system.
- Delete a CaseDeletes a case by removing it from the system.
- Delete a ContactDeletes a contact from the system.
- Delete a CustomerDeletes a customer from the system.
- Delete a LeadDeletes a specified lead from the system.
- Delete an OpportunityDeletes an opportunity in the system.
- List CasesRetrieves a list of cases.
- List ContactsRetrieves a list of contacts.
- List CustomersRetrieves a list of customers.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunities.
- Perform an API CallPerforms an arbitrary authorized API call.
- Update a CaseUpdates a case with new information or changes existing data within the case.
- Update a ContactUpdates a contact's information in the system.
- Update a CustomerUpdates a customer record with new information.
- Update a LeadUpdates a lead with specified details.
- Update an OpportunityUpdates an opportunity in the system.
- Watch CasesTriggers when a new case is available.
- Watch ContactsTriggers when new contacts are created or updated.
- Watch CustomersTriggers when a new customer is created.
- Watch LeadsTriggers when a new lead is created.
- Watch OpportunitiesTriggers when a new opportunity is created.
Teamleader Focus modules
- Accept a QuotationMarks a quotation as accepted.
- Add a Closing DayAdds a company closing day.
- Add a Deal to a ProjectLinks a deal to a project.
- Add a Legacy Project ParticipantAdds a participant to a legacy project.
- Add an External Party to a ProjectAdds an external party to a project.
- Add an Internal Ticket MessageAdds an internal message to a ticket.
- Add a Project CustomerAdds a customer to a project.
- Add a Project Line to a GroupMoves a task or material into a project group.
- Add a Project OwnerAdds an owner to a project.
- Add a Quotation to a ProjectLinks a quotation to a project.
- Add a Ticket ReplyAdds a customer-facing reply to a ticket.
- Add a Time Tracking EntryAdds a new time tracking entry.
- Approve an Incoming Credit NoteApproves an incoming credit note.
- Approve an Incoming InvoiceApproves an incoming invoice.
- Approve a ReceiptApproves a receipt.
- Assign a ProjectAssigns a user or team to a project.
- Assign a Project GroupAssigns a user or team to a project group.
- Assign a Project MaterialAssigns a user or team to a project material.
- Assign a Project TaskAssigns a user or team to a project task.
- Book an InvoiceBooks a draft invoice.
- Cancel a Calendar EventCancels a calendar event.
- Close a Legacy MilestoneCloses a legacy milestone.
- Close a Legacy ProjectCloses a legacy project.
- Close a ProjectCloses a project.
- Complete a CallMarks a call as completed.
- Complete a MeetingMarks a meeting as completed.
- Complete a TaskMarks a task as completed.
- Copy an InvoiceCreates a new draft invoice from an existing one.
- Create a Calendar EventCreates a new calendar event.
- Create a CallSchedules a new call.
- Create a CompanyCreates a new company.
- Create a ContactCreates a new contact.
- Create a Custom Field DefinitionCreates a new custom field definition.
- Create a Day Off TypeCreates a new day off type.
- Create a DealCreates a new deal.
- Create a Deal PhaseCreates a new phase in a deal pipeline.
- Create a Deal PipelineCreates a new deal pipeline.
- Create a Draft InvoiceCreates a new draft invoice.
- Create a Legacy MilestoneCreates a new milestone in a legacy project.
- Create a Legacy ProjectCreates a new project in the legacy projects module.
- Create a Meeting ReportCreates a report for a meeting.
- Create an Incoming Credit NoteCreates a new incoming credit note.
- Create an Incoming InvoiceCreates a new incoming invoice.
- Create a NoteAdds a note to a record.
- Create a ProductCreates a new product.
- Create a ProjectCreates a new project.
- Create a Project GroupCreates a new group in a project.
- Create a Project MaterialAdds a new material to a project.
- Create a Project TaskCreates a new task in a project.
- 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 Apptivo and Teamleader Focus integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Apptivo and Teamleader Focus.
Connect your Apptivo and Teamleader Focus accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Apptivo's "Watch Cases" fires, WEXTL can "Accept a Quotation" in Teamleader Focus. Apptivo has 5 triggers (including Watch Cases, Watch Contacts, and Watch Customers); Teamleader Focus has 290 actions (including Accept a Quotation, Add a Closing Day, and Add a Deal to a Project). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Apptivo-to-Teamleader Focus automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Apptivo (or Teamleader Focus) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Apptivo + Teamleader Focus automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Apptivo and Teamleader Focus integration.
- Apptivo and Teamleader Focus integration source code, module specs and credentials implementation.
- Our Apptivo and Teamleader Focus integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Apptivo and Teamleader Focus — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Apptivo integration information
- Teamleader Focus integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library