Accept Quotation
Irreversibly mark a quotation as accepted. This transition cannot be undone through this endpoint; verify the quotation UUID before calling it.
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Integrate Teamleader Focus
with your AI CRM
Teamleader Focus is a work management platform that combines CRM, project management, and invoicing for small businesses and freelancers.
Explore Triggers and Actions
Activity Type Legacy Identifier
Translates `meeting`, `call` and `task` into their respective activity type UUID.
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Add Customer to Project
Add a customer to the project. Doesn't fail if the customer was already added.
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Add Deal to Project
Add a deal to the project. Doesn't fail if the deal was already added.
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Add External Party to Project
Add an external party to a project.
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Add Internal Ticket Message
Adds an internal message to a ticket.
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Add Owner to Project
Add a user as owner. Doesn't fail if the user was already added.
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Add Quotation to Project
Add a quotation to the project. Doesn't fail if the quotation was already added.
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Add Ticket Reply
Adds a message to a ticket.
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Add To Group Project Line
Add an existing task or material to a group.
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Approve Incoming Credit Note
Approve an incoming credit note. This irreversible operation permanently changes its financial review status to approved; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Approve Incoming Invoice
Approve an incoming invoice. This irreversible operation permanently changes its financial review status to approved; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Approve Receipt
Approve a receipt. This irreversible operation permanently changes its financial review status to approved; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Assign Project
Assign a user or a team to a project.
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Assign Project Group
Assign a user or a team to a group.
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Assign Project Material
Assign a user or a team to a material.
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Assign Project Task
Assign a user or a team to a task.
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Book Invoice (Irreversible)
WARNING: Permanently book a draft invoice, assigning its official invoice number. Verify the invoice UUID and date before calling; booking cannot be undone.
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Bulk Delete Day Off
Deletes a list of days off for the given user. This destructive operation removes provider data or a relationship; use only the intended disposable resource.
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Cancel Calendar Event for All Attendees
Cancel one Teamleader Focus calendar event for all attendees by UUID. This destructive operation makes an externally visible change affecting every attendee; verify the intended event before calling it.
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Close Project
Irreversibly close a project. The mark_tasks_and_materials_as_done strategy also marks every project task and material done; none leaves their states unchanged. Verify the project and strategy before calling.
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Complete Call
Irreversibly mark a call as complete. This transition cannot be undone through this endpoint; verify the call UUID before calling it.
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Complete Meeting
Irreversibly mark a meeting as complete. This transition cannot be undone through this endpoint; verify the meeting UUID before calling it.
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Complete Task
Mark a task as complete.
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Copy Invoice
Creates a new draft invoice based on another invoice.
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Create Calendar Event
Create a calendar event in the connected Teamleader Focus account, mutating its external calendar. The activity type and start and end times are required. CRM links are optional in the provider contract, though some account configurations may require one.
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Create Call
Add a new call.
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Create Closing Day
Adds a closing day for the account. This operation changes Teamleader Focus account data.
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Create Company
Create a new company in Teamleader Focus, mutating the connected account. The company name is required; profile, address, finance, and custom fields are optional. Returns the created company's ID and provider resource type.
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Create Contact
Create a new contact in Teamleader Focus, mutating the connected account. Returns the created contact's ID and provider resource type from the HTTP 201 response.
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Create Custom Field Definition
Create a custom field definition. ***Required scopes:*** `settings` This operation changes Teamleader Focus account data.
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Create Day Off Type
Create a new day off type. This operation changes Teamleader Focus account data.
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Create Deal
Create a deal for a company or contact customer in Teamleader Focus. Returns the created deal's ID and provider resource type.
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Create Deal Phase
Create a new deal phase.
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Create Deal Pipeline
Create a new deal pipeline.
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Create Draft Invoice
Create an unbooked, unsent invoice draft for a customer in Teamleader Focus. This action does not accept a quotation ID and does not mark a deal won.
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Create Draft Invoice From Quotation and Mark Deal Won
Create an unbooked, unsent invoice draft from a Teamleader Focus quotation. This requires quotation_id; Teamleader links the new invoice to the source quotation and its deal and marks that deal as won. Verify the quotation and deal before calling.
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Create Email Tracking Entry
Create a new email tracking. This operation changes Teamleader Focus account data.
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Create Incoming Credit Note
Adds an incoming credit note.
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Create Incoming Invoice
Adds an incoming invoice.
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Create Note
Create a new note. This operation changes Teamleader Focus account data.
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Create Partial Credit Note for Invoice (Irreversible)
WARNING: Create and book a partial credit note against selected invoice amounts. This has financial and accounting effects that cannot be undone; verify every amount and identifier first.
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Create Product
Create a product in Teamleader Focus using at least a name or code. Returns the created product's ID and provider resource type.
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Create Project
Create a Teamleader Focus Projects v2 project. Only the title is required; budgets, dates, owners, customers, assignees, and links are optional.
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Create Project Group
Create a group. All properties except for `title` and `project_id` are optional.
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Create Project Material
Create a material. All properties except for `title` and `project_id` are optional.
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Create Project Task
Create a task. All properties except for `title` and `project_id` are optional.
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Create Quotation
Create a quotation.
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Create Receipt
Adds a receipt.
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Create Recurring Invoice Subscription
Create a subscription that changes recurring invoice generation. Verify the customer, schedule, invoice lines, and start date before calling.
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Create Report Meeting
Creates a report for a meeting.
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Create Reservation
Create a new reservation.
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Create Task
Create a new task.
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Create Ticket
Create a ticket.
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Create Time Entry
Add tracked time using exactly one timing variant: `started_at` + `duration`, `started_at` + `ended_at`, or `started_on` + `duration`.
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Credit Invoice (Irreversible)
WARNING: Create and book a full credit note against an invoice. This has financial and accounting effects that cannot be undone; verify the invoice UUID first.
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Deactivate Recurring Invoice Subscription
Deactivate a subscription and stop its future recurring invoice generation. Verify the subscription UUID and obtain confirmation before calling.
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Delete Call
Permanently delete a call. It cannot be restored through this endpoint; verify the call UUID before calling it.
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Delete Closing Day
Removes a closing day for the account. This destructive operation removes provider data or a relationship; use only the intended disposable resource.
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Delete Day Off Type
Delete a day off type. This destructive operation removes provider data or a relationship; use only the intended disposable resource.
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Delete Deal Phase
Permanently delete a deal phase, optionally migrating its deals to another phase. Verify both phase UUIDs and the affected deals before calling it.
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Delete Deal Pipeline
Permanently delete a deal pipeline and migrate its phases and affected deals as specified. Verify the pipeline UUID and every phase migration before calling it.
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Delete File
Permanently delete a Teamleader Focus file. Verify the file ID before calling because the file cannot be restored through this endpoint.
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Delete Incoming Credit Note
Deletes an incoming credit note. This permanently deletes the financial document and cannot be undone; verify the identifier before calling it.
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Delete Incoming Invoice
Deletes an incoming invoice. This permanently deletes the financial document and cannot be undone; verify the identifier before calling it.
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Delete Meeting
Permanently delete a meeting, removing it from the Teamleader calendar. Verify the meeting UUID and attendee impact before calling it.
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Delete Note
Delete a note. This destructive operation removes provider data or a relationship; use only the intended disposable resource.
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Delete Project and Tasks, Preserve Time Tracking
Permanently delete one Teamleader Focus Projects v2 project and its related tasks while preserving and unlinking related time tracking. Deleted records cannot be restored; verify the project UUID before calling.
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Delete Project External Party
Delete an external party. This destructive operation can remove data or relationships; verify all IDs before calling.
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Delete Project Group
Delete a group. This destructive operation can remove data or relationships; verify all IDs before calling.
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Delete Project Material
Delete a material. This destructive operation permanently removes data and cannot be undone; verify the ID before calling.
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Delete Project Task
Delete a task. This destructive operation permanently removes data and cannot be undone; verify the ID before calling.
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Delete Project, Preserve Tasks and Time Tracking
Permanently delete one Teamleader Focus Projects v2 project while preserving and unlinking its related tasks and time tracking. The project deletion is irreversible; verify the project UUID before calling.
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Delete Project, Tasks, and Time Tracking
Permanently delete one Teamleader Focus Projects v2 project together with its related tasks and time tracking. This destructive operation cannot be undone; verify the project UUID before calling.
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Delete Quotation
Permanently delete a quotation. This financial document cannot be restored through this endpoint; verify the quotation UUID before calling it.
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Delete Receipt
Deletes a receipt. This permanently deletes the financial document and cannot be undone; verify the identifier before calling it.
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Delete Reservation
Permanently remove a Teamleader Focus reservation and its scheduled allocation. Verify the reservation ID and date before calling because this endpoint does not restore it.
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Delete Task
Delete a task. This destructive operation permanently removes data and cannot be undone; verify the ID before calling.
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Delete Time Entry
Delete a tracked time. This destructive operation permanently removes data and cannot be undone; verify the ID before calling.
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Download Credit Note
Download a credit note in a specific format.
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Download File
Download a Teamleader Focus file through Mercury's bounded file transport.
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Download Invoice
Download an invoice in a specific format.
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Download Quotation
Download a quotation in a specific format.
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Duplicate Deal Pipeline
Create a new deal pipeline by duplicating an existing one.
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Duplicate Project
Duplicate a project.
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Duplicate Project Group
Duplicate a group and its entities, without any time trackings.
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Duplicate Project Material
Duplicate a material.
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Duplicate Project Task
Duplicate a task, without its time trackings.
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Get Calendar Event
Return full details for one Teamleader Focus calendar event by UUID.
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Get Call
Get information about a call.
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Get Cloud Platform Url
Fetch cloudPlatform url for type and id.
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Get Company
Return full details for one Teamleader Focus company by UUID.
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Get Contact
Return full details for one Teamleader Focus contact by UUID.
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Get Credit Note
Get details for a single credit note
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Get Current Timer
Get the current running timer.
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Get Current User
Return the authenticated Teamleader Focus user for identity and user-ID resolution.
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Get Custom Field Definition
Get info about a specific custom field definition.
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Get Daily User Availability
Returns the daily availability for all users.
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Get Deal
Return full details for one Teamleader Focus deal by UUID.
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Get Department
Return full details for one Teamleader Focus department by UUID.
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Get File
Get details for a single file.
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Get Incoming Credit Note
Get details for a single incoming credit note.
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Get Incoming Invoice
Get details for a single incoming invoice.
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Get Invoice
Return full details for one Teamleader Focus invoice by UUID.
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Get Meeting
Get information about a meeting.
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Get Order
Return details for one Teamleader Focus order by UUID, optionally including custom fields.
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Get Plannable Item
Returns the info for a single plannable item, either by ID or source if the ID is unknown.
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Get Product
Return full details for one Teamleader Focus product by UUID.
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Get Project
Return full details for one Teamleader Focus Projects v2 project by UUID.
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Get Project Group
Returns all the information for one group.
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Get Project Material
Returns all the information for one material.
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Get Project Task
Returns all the information for one task.
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Get Projects v2 Status
Fetch which version of Projects the account is using.
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Get Quotation
Get a quotation.
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Get Receipt
Get details for a single receipt.
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Get Subscription
Get details for a single subscription.
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Get Task
Get information about a task.
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Get Ticket
Get details for a single ticket.
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Get Ticket Message
Gets the ticket message.
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Get Time Entry
Get information about tracked time.
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Get Total User Availability
Returns the total availability for all users.
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Get User
Return full details for one Teamleader Focus user by UUID.
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Id Legacy Identifier
Translates an ID from the deprecated API into a new UUID.
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Import Day Off
Imports a list of days off for the given user. Each day is either timed, using `starts_at` and `ends_at`, or a full day, using `date` on its own. This operation changes Teamleader Focus account data.
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Import Ticket Message
Imports an existing message to a ticket.
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Link To Company Contact
Link a contact to a company. This operation changes Teamleader Focus account data.
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List Activity Types
Get a list of all activity types.
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List Bookkeeping Submissions
List bookkeeping submissions for one financial document. Supply its UUID and type in `filter.subject`.
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List Business Types
Get the names of business types (legal structures) a company can have within a certain country, sorted alphabetically.
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List Calendar Events
Return one page of calendar events matching optional date, attendee, link, or activity-type filters.
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List Call Outcomes
Get a list of call outcomes.
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List Calls
Get a list of calls.
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List Closing Days
Returns information about closing days of the account
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List Commercial Discounts
Get a list of commercial discounts.
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List Companies
Return one page of companies matching optional IDs, search text, tags, or update time.
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List Contacts
Return one page of contacts matching optional IDs, search text, tags, email, or update time.
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List Credit Notes
List credit notes.
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List Currency Exchange Rates
Get a list of exchange rates for a provided currency.
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List Custom Field Definitions
Get a list of all the definitions of custom fields.
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List Day Off Types
Returns a list of day off types for the account
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List Deal Phases
Return deal phases for selecting a phase when creating or updating a deal.
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List Deal Pipelines
Get a list of all deal pipelines.
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List Deal Sources
Get a list of all deal sources, sorted alphabetically (on name).
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List Deals
Return one page of deals matching optional customer, phase, owner, status, date, pipeline, or search filters.
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List Departments
Return the account's departments for ID and currency lookup.
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List Document Templates
Get a list of all document templates.
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List Email Tracking Entries
Get a list of all email tracking.
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List Expenses
Get a list of all expenses.
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List Files
Get a list of files.
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List Invoices
Return one page of invoices matching optional customer, department, status, date, or payment filters.
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List Level Two Areas
Get a list of level two areas (which correspond to provinces, departments or states in most countries).
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List Lost Reasons
Get a list of lost reasons for deals.
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List Mail Templates
Get a list of all mail templates.
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List Meetings
Get a list of meetings.
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List Notes
Get a list of all notes.
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List Orders
Return one page of orders, optionally filtered by IDs.
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List Payment Methods
Get a list of payment methods.
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List Payment Terms
Get a list of available payment terms.
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List Payments Incoming Credit Note
List payments for an incoming credit note.
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List Payments Incoming Invoice
List payments for an incoming invoice.
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List Payments Receipt
List payments for a(n incoming) receipt.
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List Plannable Items
Lists all plannable items that match the optional filters provided.
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List Price Lists
Get a list of priceLists.
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List Product Categories
Return product categories used as accounting ledger accounts.
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List Products
Return one page of products matching optional IDs, search text, or update time.
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List Project Groups
Lists all the groups that match the optional filters provided.
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List Project Lines
All line types (tasks, materials, groups) can be side-loaded.
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List Project Materials
Lists all the materials that match the optional filters provided.
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List Project Tasks
Lists all the tasks that match the optional filters provided.
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List Projects
Return one page of Projects v2 projects matching optional status, customer, deal, quotation, or search filters.
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List Quotations
Get a list of quotations.
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List Reservations
Lists all reservations that match the optional filters provided.
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List Subscriptions
Get a list of subscriptions.
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List Tags
Get a list of tags.
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List Tasks
Get a list of tasks.
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List Tax Rates
Get a list of available tax rates.
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List Teams
Gets a list of all teams.
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List Ticket Messages
Lists messages of a ticket.
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List Ticket Statuses
Get a list of ticket statuses.
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List Tickets
Get a list of tickets.
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List Time Entries
Get a list of tracked time.
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List Units Of Measure
Get a list of units of measure.
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List User Days Off
Returns information about days off of a given user.
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List User Schedules
Returns the working schedules of one or more users, expanded per day over a date range of at most 7 days. Only available with the *Weekly working schedule* feature.
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List Users
Return one page of account users, optionally filtered by status or IDs.
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List Webhooks
List registered webhooks ordered by URL.
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List Withholding Tax Rates
Get a list of available withholding tax rates.
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List Work Types
Get a list of all work types, sorted alphabetically (on their name).
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Lose Deal
Irreversibly mark a deal as lost and record the optional loss reason and extra information. Verify the deal UUID and loss details before calling it.
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Mark As Default Deal Pipeline
Mark a pipeline as default.
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Mark As Pending Review Incoming Credit Note
Mark an incoming credit note as pending review.
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Mark As Pending Review Incoming Invoice
Mark an incoming invoice as pending review.
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Mark As Pending Review Receipt
Mark a receipt as pending review.
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Move Deal
Move the deal to a different phase.
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Move Deal Phase
Move a phase to a new position in the pipeline.
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Permanently Delete Company (Irreversible)
Permanently and irreversibly delete one Teamleader Focus company by UUID. This destructive operation cannot be undone; verify the intended company or disposable test fixture before calling it.
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Permanently Delete Contact
Irreversibly and permanently delete one Teamleader Focus contact by UUID. This destructive operation cannot be undone; verify the target contact before calling it.
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Permanently Delete Deal (Irreversible)
Permanently and irreversibly delete one Teamleader Focus deal by UUID. This destructive operation cannot be undone; verify the intended deal or disposable test fixture before calling it.
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Permanently Delete Draft Invoice (Irreversible)
Permanently and irreversibly delete one Teamleader Focus financial document by invoice UUID. Use this action only for a verified draft; never use a pre-existing or booked invoice as a test fixture. Teamleader Focus allows this endpoint only for draft invoices or the last booked invoice.
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Permanently Delete Product (Irreversible)
Permanently and irreversibly delete one Teamleader Focus product by UUID. This destructive operation cannot be undone; verify the intended product or disposable test fixture before calling it.
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Refuse Incoming Credit Note
Refuse an incoming credit note. This irreversible operation permanently changes its financial review status to refused; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Refuse Incoming Invoice
Refuse an incoming invoice. This irreversible operation permanently changes its financial review status to refused; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Refuse Receipt
Refuse a receipt. This irreversible operation permanently changes its financial review status to refused; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Register Invoice Payment (Financial Effect)
WARNING: Register a real payment against an invoice and change its payment state. Verify the invoice, amount, date, and payment method before calling.
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Register Payment Incoming Credit Note
Register a payment for an incoming credit note. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.
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Register Payment Incoming Invoice
Register a payment for an incoming invoice. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.
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Register Payment Receipt
Register a payment for a(n incoming) receipt. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.
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Register Webhook
Register a new webhook.
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Remove All Invoice Payments (Irreversible)
WARNING: Remove every registered payment from an invoice and change its financial state. Verify the invoice UUID and obtain confirmation before calling.
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Remove Customer Project
Remove a customer from the project. Doesn't fail if the customer was not added. This destructive operation can remove data or relationships; verify all IDs before calling.
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Remove Deal Project
Remove a deal from the project. Doesn't fail if the deal was already removed. This destructive operation can remove data or relationships; verify all IDs before calling.
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Remove From Group Project Line
Remove a task or material from the group it is currently in. This destructive operation can remove data or relationships; verify all IDs before calling.
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Remove Owner Project
Remove a user as owner. Doesn't fail if the user wasn't linked. This destructive operation can remove data or relationships; verify all IDs before calling.
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Remove Payment Incoming Credit Note
Remove a payment from an incoming credit note. This irreversible operation permanently removes the selected payment record and changes the document's financial payment state; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Remove Payment Incoming Invoice
Remove a payment from an incoming invoice. This irreversible operation permanently removes the selected payment record and changes the document's financial payment state; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Remove Payment Receipt
Remove a payment from a receipt. This irreversible operation permanently removes the selected payment record and changes the document's financial payment state; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Remove Quotation Project
Remove a quotation from the project. Doesn't fail if the quotation was already removed. This destructive operation can remove data or relationships; verify all IDs before calling.
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Reopen Project
Reopen a closed project.
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Reopen Task
Reopen a task that had been marked as complete.
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Resume Time Entry
Start a new timer based on previously tracked time.
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Schedule Meeting
Schedule a meeting.
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Schedule Task
Schedule a task in your calendar.
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Send Credit Note via Peppol (Irreversible External Effect)
WARNING: Transmit a credit note through the Peppol network. Verify the credit-note UUID and recipient eligibility before calling; submission is an external financial-document effect and cannot be recalled.
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Send Invoice to Recipients (External Effect)
WARNING: Send an invoice to external recipients immediately. Verify the invoice, recipients, template, and attachments before calling; sent email cannot be recalled.
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Send Invoice via Peppol (Irreversible External Effect)
WARNING: Transmit an invoice through the Peppol network. Verify the invoice UUID and recipient eligibility before calling; submission is an external financial-document effect and cannot be recalled.
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Send Quotation
Immediately email one or more quotations from the same deal to the supplied recipients. Delivery is externally visible and cannot be recalled; verify the quotation IDs, recipients, subject, and content before calling.
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Send To Bookkeeping Incoming Credit Note
Send an incoming credit note to bookkeeping. This irreversible operation permanently sends the financial document into the bookkeeping workflow; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Send To Bookkeeping Incoming Invoice
Send an incoming invoice to bookkeeping. This irreversible operation permanently sends the financial document into the bookkeeping workflow; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Send To Bookkeeping Receipt
Send a receipt to bookkeeping for processing. This irreversible operation permanently sends the financial document into the bookkeeping workflow; it cannot be undone through this endpoint. Verify the document and payment identifiers before calling it.
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Start Timer
Start a new timer.
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Stop Timer
Stop the current timer. This will add a new time tracking in the background.
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Tag Company
Add a new or existing tag to a company. This operation changes Teamleader Focus account data.
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Tag Contact
Add a new or existing tag to a contact. This operation changes Teamleader Focus account data.
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Tax Rate Legacy Identifier
Translates tax rates from the deprecated API into a new UUID tax rate.
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Unassign Project
Unassign a user or a team from a project.
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Unassign Project Group
Unassign a user or a team from a group.
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Unassign Project Material
Unassign a user or a team from a material.
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Unassign Project Task
Unassign a user or a team from a task.
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Unlink From Company Contact
Unlink a contact from a company. This destructive operation removes provider data or a relationship; use only the intended disposable resource.
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Unregister Webhook
Unregister a webhook.
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Untag Company
Remove a tag from a company. This operation changes Teamleader Focus account data.
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Untag Contact
Remove a tag from a contact. This operation changes Teamleader Focus account data.
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Update Booked Invoice (Financial Effect)
WARNING: Modify an already booked financial document. Verify all supplied values and the invoice UUID before calling.
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Update Calendar Event
Update only the supplied fields of an existing Teamleader Focus calendar event. Omitted fields remain unchanged; description may be null to clear it.
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Update Call
Update the supplied fields of an existing call; omitted fields remain unchanged.
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Update Company
Update only the supplied fields of an existing Teamleader Focus company. Omitted fields remain unchanged. Supplied collections replace their existing values, except custom_fields can use custom_fields_update_strategy=partial to preserve unlisted custom fields.
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Update Company Link Contact
Update contact to company link. This operation changes Teamleader Focus account data.
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Update Contact
Update only the supplied fields of an existing Teamleader Focus contact. Omitted fields remain unchanged. Supplied collections replace their existing values, except custom_fields can use custom_fields_update_strategy=partial to preserve unlisted custom fields.
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Update Day Off Type
Update a day off type. This operation changes Teamleader Focus account data.
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Update Deal
Update only the supplied fields of an existing Teamleader Focus deal without changing its lifecycle status. Omitted fields remain unchanged, while null clears fields documented as nullable.
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Update Deal Phase
Update a deal phase.
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Update Deal Pipeline
Update a single deal pipeline.
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Update Draft Invoice
Update only a draft Teamleader Focus invoice. Booked invoices cannot be updated with this action. Omitted fields remain unchanged, explicit null clears documented nullable fields, and supplied collections replace their existing collections.
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Update Incoming Credit Note
Updates an incoming credit note.
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Update Incoming Invoice
Updates an incoming invoice.
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Update Meeting
Update a meeting.
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Update Note
Update an existing note. This operation changes Teamleader Focus account data.
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Update Payment Incoming Credit Note
Update a payment for an incoming credit note. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.
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Update Payment Incoming Invoice
Update a payment for an incoming invoice. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.
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Update Payment Receipt
Update a payment for a(n incoming) receipt. This mutates the document's financial payment records; verify the amount, currency, payment date, and identifiers before calling it.
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Update Product
Update only the supplied fields of an existing Teamleader Focus product. Omitted fields remain unchanged, while null clears fields documented as nullable.
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Update Project
Update only the supplied fields of an existing Teamleader Focus Projects v2 project. Omitted fields remain unchanged, while null clears fields documented as nullable.
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Update Project External Party
Update an external party.
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Update Project Group
Update a group. All attributes except for `id` are optional. Providing `null` will clear that value from the project (for properties that are nullable).
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Update Project Material
Update a material. All attributes except for `id` are optional. Providing `null` will clear that value from the project (for properties that are nullable).
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Update Project Task
Update a task. All attributes except for `id` are optional. Providing `null` will clear that value from the project (for properties that are nullable).
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Update Quotation
Update a quotation.
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Update Receipt
Updates a receipt.
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Update Recurring Invoice Subscription
Update a subscription and its future recurring invoice generation. Verify the subscription UUID, schedule, and invoice data before calling.
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Update Reservation
Update an existing reservation.
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Update Task
Update a task.
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Update Ticket
Update a ticket.
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Update Time Entry
Update tracked time.
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Update Timer
Update the current timer. Only possible if there is a timer running.
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Upload Avatar Contact
Update the avatar of a contact. This operation changes Teamleader Focus account data.
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Upload File
Upload one file to Teamleader Focus through Mercury's bounded file transport.
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Upload Logo Company
Update the logo of a company. This operation changes Teamleader Focus account data.
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Win Deal
Irreversibly mark a deal as won. Verify the deal UUID before calling this lifecycle transition.
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How the Teamleader Focus integration works
The Teamleader Focus integration connects your Dench AI CRM directly to Teamleader Focus, so agents can read and act on your Teamleader Focus data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
278 actions are available for agents to invoke on your behalf. Every call runs through Teamleader Focus's own authorization, scoped to the account you connect.
Set up Teamleader Focus in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Teamleader Focus and click Connect — you'll authorize access through Teamleader Focus's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Teamleader Focus in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Teamleader Focus integration work with Dench?
The Dench Teamleader Focus integration connects your AI CRM to Teamleader Focus, so AI agents can work with your Teamleader Focus data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Teamleader Focus via Dench?
The Teamleader Focus integration currently exposes 278 actions, including Accept Quotation, Activity Type Legacy Identifier, Add Customer to Project, Add Deal to Project, Add External Party to Project, and Add Internal Ticket Message. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Teamleader Focus to Dench?
No. You connect Teamleader Focus from your Dench workspace using Teamleader Focus's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Teamleader Focus integration secure?
Connections are authorized through Teamleader Focus's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Teamleader Focus connection from your workspace settings at any time.