Teamleader Focus Integration

All-in-one CRM, invoicing, and project management for small businesses. Keep Teamleader Focus contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Account Events fires, automatically continue with Get a Calendar Event or Get a Call.

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Supported triggers and actions for Teamleader Focus integration

Triggers can detect changes in Teamleader Focus and run actions that can create, search or modify data inside Teamleader Focus automatically [3] — exactly how you set them.

Watch Account EventsTriggers when the account or one of its users is deactivated or deleted.
Watch Call EventsTriggers when a call is added, completed, updated, or deleted.
Watch Company EventsTriggers when a company is added, updated, or deleted.
Watch Contact EventsTriggers when a contact is added, updated, deleted, or linked to a company.
Watch Credit Note EventsTriggers when a credit note is booked, sent, updated, deleted, or delivered over Peppol.
Watch Deal EventsTriggers when a deal is created, updated, moved, won, lost, or deleted.
Watch Incoming Credit Note EventsTriggers when an incoming credit note is added, reviewed, sent to bookkeeping, or deleted.
Watch Incoming Invoice EventsTriggers when an incoming invoice is added, reviewed, sent to bookkeeping, or deleted.
Watch Invoice EventsTriggers when an invoice is drafted, booked, sent, paid, updated, or deleted.
Watch Legacy Milestone EventsTriggers when a milestone in a legacy project is created or updated.
Watch Legacy Project EventsTriggers when a legacy project is created, updated, or deleted.
Watch Meeting EventsTriggers when a meeting is created, updated, completed, or deleted.
Watch Product EventsTriggers when a product is added, updated, or deleted.
Watch Project EventsTriggers when a project is created, updated, closed, or deleted.
Watch Project Task EventsTriggers when a project task is created, updated, completed, or deleted.
Watch Receipt EventsTriggers when a receipt is added, reviewed, sent to bookkeeping, or deleted.
Watch Subscription EventsTriggers when a subscription is added, updated, deactivated, or deleted.
Watch Task EventsTriggers when a task is created, updated, completed, or deleted.
Watch Ticket EventsTriggers when a ticket is created, updated, closed, reopened, deleted, or gets a new message.
Watch Time Tracking EventsTriggers when a time tracking entry is added, updated, or deleted.
Get a Calendar EventReturns a single calendar event.
Get a CallReturns a single call.
Get a Cloud Platform LinkReturns the customer-facing cloud platform links of a deal, invoice, quotation, or ticket.
Get a CompanyReturns a single company.
Get a ContactReturns a single contact.
Get a Credit NoteReturns a single credit note.
Get a Credit Note Download LinkReturns a temporary link to download a credit note.
Get a Custom Field DefinitionReturns a single custom field definition.
Get a DealReturns a single deal.
Get a DepartmentReturns a single department.
Get a FileReturns the details of a single file.
Get a File Download LinkReturns a temporary link to download a file.
Get a Legacy MilestoneReturns a single legacy milestone.
Get a Legacy ProjectReturns a single project from the legacy projects module.
Get a MeetingReturns a single meeting.
Get an Incoming Credit NoteReturns a single incoming credit note.
Get an Incoming InvoiceReturns a single incoming invoice.
Get an InvoiceReturns a single invoice.
Get an Invoice Download LinkReturns a temporary link to download an invoice.
Get an OrderReturns a single order.
Get a Plannable ItemReturns a single plannable item.
Get a ProductReturns a single product.
Get a ProjectReturns a single project.
Get a Project GroupReturns a single project group.
Get a Project MaterialReturns a single project material.
Get a Project TaskReturns a single project task.
Get a QuotationReturns a single quotation.
Get a Quotation Download LinkReturns a temporary link to download a quotation.
Get a ReceiptReturns a single receipt.
Get a SubscriptionReturns a single subscription.
Get a TaskReturns a single task.
Get a TicketReturns a single ticket.
Get a Ticket MessageReturns a single ticket message.
Get a Time Tracking EntryReturns a single time tracking entry.
Get a UserReturns a single user.
Get Current UserReturns the user who authorized this connection.
Get Daily User AvailabilityRetrieves the daily availability of users over a period.
Get Exchange RatesRetrieves exchange rates for a base currency.
Get Projects Version StatusReturns which version of Projects the account uses.
Get the Current TimerReturns the timer that is running for the current user.
Get Total User AvailabilityRetrieves the total availability of users over a period.
List Activity TypesRetrieves a list of activity types.
List Bookkeeping SubmissionsRetrieves the bookkeeping submissions of a document.
List Business TypesRetrieves the legal business types of a country.
List Calendar EventsRetrieves a list of calendar events.
List Call OutcomesRetrieves a list of call outcomes.
List CallsRetrieves a list of calls.
List Closing DaysRetrieves a list of company closing days.
List Commercial DiscountsRetrieves a list of commercial discounts.
List CompaniesRetrieves a list of companies.
List ContactsRetrieves a list of contacts.
List Credit NotesRetrieves a list of credit notes.
List Custom Field DefinitionsRetrieves a list of custom field definitions.
List Day Off TypesRetrieves a list of day off types.
List Deal PhasesRetrieves a list of deal phases.
List Deal PipelinesRetrieves a list of deal pipelines.
List DealsRetrieves a list of deals.
List Deal SourcesRetrieves a list of deal sources.
List DepartmentsRetrieves a list of departments.
List Document TemplatesRetrieves a list of document templates.
List ExpensesRetrieves a list of incoming invoices, incoming credit notes, and receipts.
List FilesRetrieves the files of a record.
List Incoming Credit Note PaymentsRetrieves the payments of an incoming credit note.
List Incoming Invoice PaymentsRetrieves the payments of an incoming invoice.
List InvoicesRetrieves a list of invoices.
List Legacy MilestonesRetrieves a list of milestones in legacy projects.
List Legacy ProjectsRetrieves a list of projects in the legacy projects module.
List Level Two AreasRetrieves the provinces or regions of a country.
List Lost ReasonsRetrieves a list of reasons for losing deals.
List Mail TemplatesRetrieves a list of mail templates.
List MeetingsRetrieves a list of meetings.
List NotesRetrieves the notes of a record.
List OrdersRetrieves a list of orders.
List Payment MethodsRetrieves a list of payment methods.
List Payment TermsRetrieves the payment terms available in the account.
List Plannable ItemsRetrieves a list of plannable items.
List Price ListsRetrieves a list of price lists.
List Product CategoriesRetrieves a list of product categories.
List ProductsRetrieves a list of products.
List Project GroupsRetrieves a list of project groups.
List Project LinesRetrieves the tasks, materials, and groups of a project.
List Project MaterialsRetrieves a list of project materials.
List ProjectsRetrieves a list of projects.
List Project TasksRetrieves a list of project tasks.
List QuotationsRetrieves a list of quotations.
List Receipt PaymentsRetrieves the payments of a receipt.
List ReservationsRetrieves a list of planning reservations.
List SubscriptionsRetrieves a list of subscriptions.
List TagsRetrieves a list of tags.
List TasksRetrieves a list of tasks.
List Tax RatesRetrieves a list of tax rates.
List TeamsRetrieves a list of teams.
List Ticket MessagesRetrieves the messages of a ticket.
List TicketsRetrieves a list of tickets.
List Ticket StatusesRetrieves a list of ticket statuses.
List Time Tracking EntriesRetrieves a list of time tracking entries.
List Tracked EmailsRetrieves the tracked emails of a record.
List Units of MeasureRetrieves a list of units of measure.
List User Days OffRetrieves the days off of a user.
List UsersRetrieves a list of users in the account.
List User SchedulesRetrieves the working schedules of users per day over a date range.
List Withholding Tax RatesRetrieves a list of withholding tax rates.
List Work TypesRetrieves a list of work types.
Translate a Legacy Activity TypeTranslates an old Teamleader API activity type into its current activity type.
Translate a Legacy IDTranslates a record ID from the old Teamleader API into its current ID.
Translate a Legacy Tax RateTranslates an old Teamleader API tax rate into its current tax rate ID.
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.
Create a ReceiptCreates a new receipt.
Create a ReservationReserves time on a plannable item.
Create a SubscriptionCreates a new recurring invoice subscription.
Create a TaskCreates a new task.
Create a TicketCreates a new ticket.
Create a Tracked EmailAdds a tracked email to a record.
Credit an InvoiceCreates a credit note for the full invoice.
Credit an Invoice PartiallyCreates a credit note for part of an invoice.
Deactivate a SubscriptionDeactivates a subscription.
Delete a CallDeletes a call.
Delete a Closing DayDeletes a company closing day.
Delete a CompanyDeletes a company.
Delete a ContactDeletes a contact.
Delete a Day Off TypeDeletes a day off type.
Delete a DealDeletes a deal.
Delete a Deal PhaseDeletes a deal phase.
Delete a Deal PipelineDeletes a deal pipeline.
Delete a FileDeletes a file.
Delete a Legacy MilestoneDeletes a legacy milestone.
Delete a Legacy ProjectDeletes a legacy project.
Delete a MeetingDeletes a meeting.
Delete an Incoming Credit NoteDeletes an incoming credit note.
Delete an Incoming InvoiceDeletes an incoming invoice.
Delete an InvoiceDeletes a draft invoice or the last booked invoice.
Delete a NoteDeletes a note.
Delete a ProductDeletes a product.
Delete a ProjectDeletes a project.
Delete a Project External PartyRemoves an external party from a project.
Delete a Project GroupDeletes a project group.
Delete a Project MaterialDeletes a project material.
Delete a Project TaskDeletes a project task.
Delete a QuotationDeletes a quotation.
Delete a ReceiptDeletes a receipt.
Delete a ReservationDeletes a reservation.
Delete a TaskDeletes a task.
Delete a Time Tracking EntryDeletes a time tracking entry.
Delete Days OffDeletes days off of a user.
Duplicate a Deal PhaseCreates a copy of a deal phase.
Duplicate a Deal PipelineCreates a copy of a deal pipeline.
Duplicate a ProjectCreates a copy of a project.
Duplicate a Project GroupCreates a copy of a project group.
Duplicate a Project MaterialCreates a copy of a project material.
Duplicate a Project TaskCreates a copy of a project task.
Import a Ticket MessageImports an earlier message into a ticket.
Import Days OffImports days off for a user.
Link a Contact to a CompanyLinks a contact to a company.
Lose a DealMarks a deal as lost.
Make an API CallPerforms an arbitrary authorized API call.
Mark an Incoming Credit Note as Pending ReviewPuts an incoming credit note back into review.
Mark an Incoming Invoice as Pending ReviewPuts an incoming invoice back into review.
Mark a Receipt as Pending ReviewPuts a receipt back into review.
Move a DealMoves a deal to another phase.
Move a Deal PhaseMoves a deal phase to after another phase.
Open a Legacy MilestoneReopens a closed legacy milestone.
Refuse an Incoming Credit NoteRefuses an incoming credit note.
Refuse an Incoming InvoiceRefuses an incoming invoice.
Refuse a ReceiptRefuses a receipt.
Register an Incoming Credit Note PaymentRegisters a payment for an incoming credit note.
Register an Incoming Invoice PaymentRegisters a payment for an incoming invoice.
Register an Invoice PaymentRegisters a payment for an invoice.
Register a Receipt PaymentRegisters a payment for a receipt.
Remove a Deal from a ProjectUnlinks a deal from a project.
Remove an Incoming Credit Note PaymentRemoves a payment from an incoming credit note.
Remove an Incoming Invoice PaymentRemoves a payment from an incoming invoice.
Remove a Project CustomerRemoves a customer from a project.
Remove a Project Line from a GroupTakes a task or material out of its project group.
Remove a Project OwnerRemoves an owner from a project.
Remove a Quotation from a ProjectUnlinks a quotation from a project.
Remove a Receipt PaymentRemoves a payment from a receipt.
Remove Invoice PaymentsRemoves all payments from an invoice.
Reopen a Legacy ProjectReopens a closed legacy project.
Reopen a ProjectReopens a closed project.
Reopen a TaskReopens a completed task.
Resume a Time Tracking EntryStarts a new timer from an existing time tracking entry.
Schedule a MeetingSchedules a new meeting.
Schedule a TaskPlans a task in the calendar.
Send a Credit Note via PeppolSends a credit note over the Peppol network.
Send an Incoming Credit Note to BookkeepingSends an incoming credit note to the bookkeeping software.
Send an Incoming Invoice to BookkeepingSends an incoming invoice to the bookkeeping software.
Send an InvoiceSends an invoice by email.
Send an Invoice via PeppolSends a booked invoice over the Peppol network.
Send a Receipt to BookkeepingSends a receipt to the bookkeeping software.
Send QuotationsSends one or more quotations by email.
Set the Default Deal PipelineMakes a deal pipeline the default one.
Start a TimerStarts a new timer for the current user.
Stop the Current TimerStops the running timer and saves it as a time tracking entry.
Tag a CompanyAdds tags to a company.
Tag a ContactAdds tags to a contact.
Unassign a ProjectRemoves a user or team from a project.
Unassign a Project GroupRemoves a user or team from a project group.
Unassign a Project MaterialRemoves a user or team from a project material.
Unassign a Project TaskRemoves a user or team from a project task.
Unlink a Contact from a CompanyUnlinks a contact from a company.
Untag a CompanyRemoves tags from a company.
Untag a ContactRemoves tags from a contact.
Update a Booked InvoiceUpdates the editable details of a booked invoice.
Update a Calendar EventUpdates an existing calendar event.
Update a CallUpdates an existing call.
Update a CompanyUpdates an existing company.
Update a ContactUpdates an existing contact.
Update a Contact's Company LinkUpdates the position and decision maker status of a contact at a company.
Update a Day Off TypeUpdates an existing day off type.
Update a DealUpdates an existing deal.
Update a Deal PhaseUpdates an existing deal phase.
Update a Deal PipelineRenames a deal pipeline.
Update a Draft InvoiceUpdates an existing draft invoice.
Update a Legacy MilestoneUpdates an existing legacy milestone.
Update a Legacy ProjectUpdates an existing legacy project.
Update a Legacy Project ParticipantChanges the role of a participant in a legacy project.
Update a MeetingUpdates an existing meeting.
Update an Incoming Credit NoteUpdates an existing incoming credit note.
Update an Incoming Credit Note PaymentUpdates a payment of an incoming credit note.
Update an Incoming InvoiceUpdates an existing incoming invoice.
Update an Incoming Invoice PaymentUpdates a payment of an incoming invoice.
Update a NoteUpdates the content of a note.
Update a ProductUpdates an existing product.
Update a ProjectUpdates an existing project.
Update a Project External PartyUpdates an external party of a project.
Update a Project GroupUpdates an existing project group.
Update a Project MaterialUpdates an existing project material.
Update a Project TaskUpdates an existing project task.
Update a QuotationUpdates an existing quotation.
Update a ReceiptUpdates an existing receipt.
Update a Receipt PaymentUpdates a payment of a receipt.
Update a ReservationUpdates an existing reservation.
Update a SubscriptionUpdates an existing subscription.
Update a TaskUpdates an existing task.
Update a TicketUpdates an existing ticket.
Update a Time Tracking EntryUpdates an existing time tracking entry.
Update the Current TimerUpdates the running timer of the current user.
Upload a Company LogoSets or removes the logo of a company.
Upload a Contact AvatarSets or removes the avatar of a contact.
Upload a FileUploads a file to a record.
Win a DealMarks a deal as won.

How to integrate Teamleader Focus in automation workflow?

3 simple steps to make your Teamleader Focus connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.

STEP 1

Select Teamleader Focus in workflow

Pick Teamleader Focus app in the workflow builder [4] - just one click to select the app.

STEP 2

Connect Teamleader Focus

When prompted, authorize access to Teamleader Focus in WEXTL once. Teamleader Focus credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].

WEXTL wants to integrate with your Teamleader Focus account. Approve?

STEP 3

Build a workflow

Build your workflow with Teamleader Focus yourself or with WEXTL® AI Builder. Connect Teamleader Focus to any available integrations [5], or use HTTP node to go beyond them.

Teamleader Focus

How Teamleader Focus connects and integrates with WEXTL

Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Teamleader Focus app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Teamleader Focus supports.

Full Teamleader Focus API documentation

The following table illustrates what fields Teamleader Focus integration require during authorization flow inside our workflow builder [4].

Demonstration of Teamleader Focus connection step inside WEXTL Workflow Builder [4].

Field	Type	Help
Client IDRequired	text	Create an integration at marketplace.focus.teamleader.eu/build, add the redirect URL shown on this screen, turn on the scopes you need (for example contacts, deals, invoices, projects, tickets, webhooks), and copy its Client ID.
Client SecretRequired	password	The Client Secret of the same integration.

Connect Teamleader Focus to popular apps on WEXTL

Enter a name of the other app you want to sync with Teamleader Focus below. Click on selected app to explore integration options with Teamleader Focus. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.

Example automation with Teamleader Focus integration

Select Watch Legacy Project Events trigger from Teamleader Focus - this will be a starting point in your automation. Whenever event happens in Teamleader Focus, workflow will start [7] from Watch Legacy Project Events node.

Search for Add a Deal to a Project, connect it as the next step of integration sequence. You can use filters between Watch Legacy Project Events and Add a Deal to a Project, so only important data pass from Watch Legacy Project Events to the next step. WEXTL gives you full control over the process of Teamleader Focus automation. All parts of workflow are visible on the canvas [4].

Teamleader Focus on WEXTL has 310 modules for combining crm automations. Explore Teamleader Focus documentation for more.

Teamleader Focus

Watch Legacy Project Events

Cirqll

Performs action

Cirqll

Triggers

Teamleader Focus

Add a Deal to a Project

Demonstration of how visual Teamleader Focus automation [6] looks in WEXTL.

Frequently asked questions

Common questions about automating Teamleader Focus in your workflows.

Teamleader Focus has 20 triggers, including "Watch Account Events", "Watch Call Events", and "Watch Company Events", and more. Triggers are start points of the workflow, and automations may start from them.

Integration has 290 actions, including "Get a Calendar Event", "Get a Call", and "Get a Cloud Platform Link", and more. Refer to our Teamleader Focus Documentation for detailed inputs and outputs.

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

The Teamleader Focus integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Teamleader Focus official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.

Absolutely. Where Teamleader Focus provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Teamleader Focus or any other service sends event to webhook URL.

WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Teamleader Focus inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Teamleader Focus modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.

References

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

Teamleader Focus integration source code, module specs and credentials implementation.
Internal Teamleader Focus integration documentation, structured input and output parameters, scopes, and authentication methods.
Official Teamleader Focus vendor API documentation — 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.
WEXTL® Apps Library
WEXTL® Teamleader Focus App Documentation
WEXTL® Workflow Scheduler
WEXTL® HTTP node documentation

Teamleader Focus Integration

Supported triggers and actions for Teamleader Focus integration