Teamleader Focus integration
Customer management, project management and invoicing in one handy tool.
What your agents can do with Teamleader Focus
5 pre-built Teamleader Focus tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Update Invoice
Update a draft invoice. Booked invoices cannot be updated.
Create Deal
Add a new deal.
Create Contact
Add a new contact.
Triggers (2)
New Invoice Paid (Instant)
Emit new event for each invoice paid.
New Deal Won (Instant)
Emit new event for each deal won.
Set up Teamleader Focus in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Teamleader Focus account
In Relevance AI, open Integrations and add Teamleader Focus. You will be sent to Teamleader Focus to sign in and approve access, and the connection is stored against your workspace.
Use Teamleader Focus in an agent
Create a tool, add a Teamleader Focus tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Teamleader Focus to work in your agents
Connect Teamleader Focus alongside 1,800+ other integrations and let your agents run the busywork.