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Teamleader

Consume Teamleader API

Actions60

Overview

This node integrates with the Teamleader API to update existing deals in your CRM system. It allows you to modify various attributes of a deal such as its title, summary, source, department, responsible user, phase, estimated probability, and estimated closing date. This is useful for keeping deal information current as negotiations progress or circumstances change.

Typical use cases include:

  • Automatically updating deal details based on external triggers or workflows.
  • Synchronizing deal data from other systems into Teamleader.
  • Adjusting deal phases or probabilities dynamically during sales processes.

For example, you could use this node to update the estimated closing date and probability of a deal after a sales call or meeting.

Properties

Name Meaning
ID The unique identifier of the deal to update (required).
Title The title of the deal. If left empty, the title will not be overwritten.
Summary A brief summary or description of the deal. Empty values are ignored and cause no overwrite.
Source ID Identifier for the source of the deal. Empty values are ignored and cause no overwrite.
Department ID Identifier for the department associated with the deal. Empty values are ignored and cause no overwrite.
Responsible User ID Identifier of the user responsible for the deal. Empty values are ignored and cause no overwrite.
Phase ID Identifier of the current phase/stage of the deal. Empty values are ignored and cause no overwrite.
Estimated probability Numeric value representing the estimated chance of winning the deal. Empty values are ignored and cause no overwrite.
Estimated closing_date The expected closing date of the deal in YYYY-MM-DD format. Empty values are ignored and cause no overwrite.

Output

The node outputs an array of JSON objects representing the updated deal(s) returned by the Teamleader API. The structure corresponds to the deal resource as defined by Teamleader, typically including fields like id, title, summary, phase, responsible user, and other deal metadata.

No binary data output is produced by this node.

Dependencies

  • Requires an OAuth2 API credential configured for Teamleader with appropriate permissions to update deals.
  • Network access to the Teamleader API endpoint at https://api.focus.teamleader.eu.
  • The node uses HTTP POST requests to interact with the API.

Troubleshooting

  • No data returned but request was successful: This message indicates that the API call succeeded but did not return any deal data. Verify that the deal ID exists and that the API user has permission to access it.
  • No data got returned: This error means the response did not contain expected data. Check if the deal ID is correct and the API endpoint is functioning.
  • API errors: Errors from the Teamleader API (e.g., invalid parameters, authentication issues) will be thrown as node errors. Ensure your credentials are valid and all required parameters are correctly set.
  • Empty values ignored: When updating, empty strings or missing optional fields do not overwrite existing values. To clear a field, check if the API supports explicit null or empty value clearing.

Links and References

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