Forbind Claude og ChatGPT med Teamleader Focus

30 værktøjer til Teamleader Focus

Værktøjerne er slået til, når du forbinder. Du kan slå dem fra enkeltvis eller kræve din godkendelse, før de kører.

• add_noteÆndrer dataAdd a note to a record. Requires `subject` (the record type, e.g. contact, company or deal, and its id) and `content`.
• complete_taskSynligt for andreMark a task as completed by `id`.
• create_companyÆndrer dataCreate a company. `name` is required; add emails, telephones, addresses, VAT number, website and tags. Search first to avoid duplicates.
• create_contactÆndrer dataCreate a contact (person). `last_name` is required; add first_name, emails, telephones, addresses, tags and more. Search first to avoid duplicates.
• create_dealÆndrer dataCreate a deal with a `title` and a `lead` (the customer contact or company, optionally a contact person). Optionally set phase, estimated value, probability and closing date.
• create_draft_invoiceÆndrer dataCreate a draft outgoing invoice. Requires invoicee (customer), payment_term, department_id and grouped_lines; it stays a draft until booked in Teamleader.
• create_quoteÆndrer dataCreate a quotation for a deal (`deal_id`). Add grouped_lines (products, quantities, prices) and/or text; it needs at least one of them.
• create_taskÆndrer dataCreate a task with `title`, `due_on` (date) and `work_type_id` (see list_work_types). Optionally link a customer, deal or project and set an assignee.
• get_companyÆndrer dataGet one company by `id`, with addresses, contact details, VAT number, responsible user, tags and custom fields.
• get_contactÆndrer dataGet one contact by `id`, with emails, phone numbers, addresses, linked companies, tags and custom fields.
• get_current_userÆndrer dataGet the Teamleader user you are connected as, including name, email and account. Use to confirm which account you are working in.
• get_dealÆndrer dataGet one deal by `id`, with its customer, phase, estimated value, probability, closing date and responsible user.
• get_invoiceÆndrer dataGet one outgoing invoice by `id`, with customer, lines, totals, due date and payment status.
• get_quoteÆndrer dataGet one quotation by `id`, with its deal, lines, totals and status.
• list_companiesÆndrer dataList or search companies. Use filter.term to search by name, VAT number, email or phone, or filter on tags or updated_since.
• list_contactsÆndrer dataList or search contacts (people). Use filter.term to search first name, last name, email or phone, or filter.company_id, filter.tags or filter.updated_since.
• list_deal_phasesÆndrer dataList the deal phases (pipeline stages), optionally filtered by pipeline. Use to find a phase_id for creating or moving deals.
• list_dealsÆndrer dataList or search deals. Filter by term (title, reference or customer name), customer, phase_id, status, responsible_user_id or closing dates.
• list_invoicesÆndrer dataList outgoing invoices. Filter by term (invoice number, reference or invoicee), status, customer, deal_id, invoice_number, department or invoice dates.
• list_notesÆndrer dataList notes attached to a record. Requires filter.subject with the record type (e.g. contact, company or deal) and its id.
• list_quotesÆndrer dataList quotations, optionally filtered by quotation ids. To find a deal's quotes, get the deal first.
• list_tasksÆndrer dataList tasks. Filter by term, user_id, customer, completed, due_from or due_by.
• list_usersÆndrer dataList users in the Teamleader account. Use to find a user id for assigning deals or tasks.
• list_work_typesÆndrer dataList work types. Use to find the work_type_id required when creating a task.
• mark_deal_lostÆndrer dataMark a deal as lost by `id`, optionally with a lost reason_id and extra_info.
• mark_deal_wonÆndrer dataMark a deal as won by `id`.
• update_companyÆndrer dataUpdate a company by `id`: name, emails, telephones, addresses, VAT number, tags or responsible user. Only the fields you pass change.
• update_contactÆndrer dataUpdate a contact by `id`: name, emails, telephones, addresses, tags, language or custom fields. Only the fields you pass change.
• update_dealÆndrer dataUpdate a deal by `id`: title, summary, estimated value, probability, closing date or responsible user. Only the fields you pass change.
• update_taskÆndrer dataUpdate a task by `id`: title, description, due date, assignee or linked customer/deal. Only the fields you pass change.

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