Integrate Teamleader with Shortcut
Send information between Teamleader and Shortcut automatically, without writing any code, using Zoho Flow.
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Create a new project in Shortcut whenever a new project is created in Teamleader
Reduce discrepancies between project management software and project management solution by auto-syncing project details. This flow will initiate a new project in Shortcut when a new project is established in Teamleader.
How it works
- The flow triggers when a new project is created in Teamleader.
- Zoho Flow creates a new project in Shortcut.
Create a new project in Shortcut whenever a new project is created in Teamleader
Teamleader + Shortcut
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Supported triggers and actions
Integrate Teamleader and Shortcut using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal accepted
Triggers when a deal is accepted
Project created
Triggers when a new project is created
Contact added
Triggers when a new contact is added
Invoice paid
Triggers when an invoice is paid
Invoice booked
Triggers when an invoice is booked
Company created
Triggers when a new company is added
Deal created
Triggers when a new deal is created
Time tracking created
Triggers when a new time tracking is created
Time tracking updated
Triggers when the details of an existing time tracking are updated
Product created
Triggers when a new product is created
Comment added
Triggers when a new comment is added
Story created
Triggers when a new story is created in a project
Project created
Triggers when a new project is created
Milestone created
Triggers when a new milestone is created
Epic created
Triggers when a new epic is created
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create task
Creates a new task
Create project
Creates a new project
Link contact to company
Links a contact to the specified company
Create deal
Creates a new deal
Create company
Creates a new company
Update task
Updates the details of an existing task
Fetch company
Fetches a company by ID
Fetch contact
Fetches a contact by ID
Create team
Creates a new team
Create label
Creates a new label
Create project
Creates a new project
Create comment
Creates a new comment in a selected story
Create epic
Creates a new epic
Create milestone
Creates a new milestone
Create iteration
Creates a new iteration
Create story
Creates a new story in the selected project
Create category
Creates a new category
Update team
Update details of an existing team
Update story
Updates the details of an existing story
Update iteration
Update details of an existing iteration
Update label
Updates the details of an existing label
Update epic
Updates the details of an existing epic
Fetch team
Fetch the details of an existing team using ID
Fetch epic
Fetch the details of an existing epic using ID
What is Teamleader?
Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.
Similar apps
What is Shortcut?
Shortcut is a project management solution for software development that lets you integrate with the tools that you use, enable cross functional work, and more.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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