← Teamleader Focus

Create Deal with Teamleader Focus API

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Create Deal with the Teamleader Focus API
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Getting Started

Create a workflow to Create Deal with the Teamleader Focus API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Deal action
    1. Connect your Teamleader Focus account
    2. Configure Title
    3. Select a Contact
    4. Optional- Select a Phase
    5. Optional- Select a Source
    6. Optional- Select a User
    7. Optional- Configure Amount
    8. Optional- Configure Probability
    9. Optional- Configure Close Date
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Deal with Teamleader Focus API on New Requests from HTTP / Webhook API
HTTP / Webhook + Teamleader Focus
 
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Create Deal with Teamleader Focus API on New Submission from Typeform API
Typeform + Teamleader Focus
 
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Create Deal with Teamleader Focus API on New Submission (Instant) from Jotform API
Jotform + Teamleader Focus
 
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Create Deal with Teamleader Focus API on New Custom Webhook Events from Stripe API
Stripe + Teamleader Focus
 
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Create Deal with Teamleader Focus API on New Scheduled Tasks from Pipedream API
Pipedream + Teamleader Focus
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create Deal on Teamleader Focus
Description:Add a new deal. [See the documentation](https://developer.teamleader.eu/#/reference/deals/deals/deals.create)
Version:0.1.0
Key:teamleader_focus-create-deal

Code

import teamleaderFocus from "../../teamleader_focus.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "teamleader_focus-create-deal",
  name: "Create Deal",
  description: "Add a new deal. [See the documentation](https://developer.teamleader.eu/#/reference/deals/deals/deals.create)",
  version: "0.1.0",
  type: "action",
  props: {
    teamleaderFocus,
    title: {
      type: "string",
      label: "Title",
      description: "Title of the new deal",
    },
    contact: {
      propDefinition: [
        teamleaderFocus,
        "contact",
      ],
    },
    phase: {
      propDefinition: [
        teamleaderFocus,
        "dealPhase",
      ],
      optional: true,
    },
    source: {
      propDefinition: [
        teamleaderFocus,
        "dealSource",
      ],
      optional: true,
    },
    user: {
      propDefinition: [
        teamleaderFocus,
        "user",
      ],
      optional: true,
    },
    amount: {
      type: "string",
      label: "Amount",
      description: "Estimated value of the new deal",
      optional: true,
      reloadProps: true,
    },
    probability: {
      type: "string",
      label: "Probability",
      description: "A number between 0 and 1 (inclusive)",
      optional: true,
    },
    closeDate: {
      type: "string",
      label: "Close Date",
      description: "Estimated closing date of the new deal. Example `2017-05-09`",
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.amount) {
      props.currency = {
        type: "string",
        label: "Currency",
        description: "Currency code for the new deal amount",
        options: constants.CURRENCY_CODES,
        default: "USD",
      };
    }
    return props;
  },
  async run({ $ }) {
    const data = {
      title: this.title,
      lead: {
        customer: {
          type: "contact",
          id: this.contact,
        },
      },
      phase_id: this.phase,
      source_id: this.source,
      responsible_user_id: this.user,
      estimated_probability: this.probability,
      estimated_closing_date: this.closeDate,
    };
    if (this.amount) {
      data.estimated_value = {
        amount: this.amount,
        currency: this.currency,
      };
    }

    const response = await this.teamleaderFocus.createDeal({
      data,
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created deal with ID ${response.data.id}`);
    }

    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
Teamleader FocusteamleaderFocusappThis component uses the Teamleader Focus app.
Titletitlestring

Title of the new deal

ContactcontactstringSelect a value from the drop down menu.
PhasephasestringSelect a value from the drop down menu.
SourcesourcestringSelect a value from the drop down menu.
UseruserstringSelect a value from the drop down menu.
Amountamountstring

Estimated value of the new deal

Probabilityprobabilitystring

A number between 0 and 1 (inclusive)

Close DatecloseDatestring

Estimated closing date of the new deal. Example 2017-05-09

Authentication

Teamleader Focus uses OAuth authentication. When you connect your Teamleader Focus account, Pipedream will open a popup window where you can sign into Teamleader Focus and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Teamleader Focus API.

Pipedream requests the following authorization scopes when you connect your account:

About Teamleader Focus

Customer management, project management and invoicing in one handy tool.

More Ways to Use Teamleader Focus

Triggers

New Deal Won (Instant) from the Teamleader Focus API

Emit new event for each deal won.

 
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New Invoice Paid (Instant) from the Teamleader Focus API

Emit new event for each invoice paid.

 
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Actions

Create Contact with the Teamleader Focus API

Add a new contact. See the documentation

 
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Update Invoice with the Teamleader Focus API

Update a draft invoice. Booked invoices cannot be updated. See the documentation

 
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