List contacts from Teamleader Focus with optional filtering and pagination

Get detailed information about a specific contact

Create a new contact in Teamleader Focus

Update an existing contact in Teamleader Focus

List companies from Teamleader Focus with optional filtering and pagination

Get detailed information about a specific company

Create a new company in Teamleader Focus

List deals/opportunities from Teamleader Focus with optional filtering and pagination

Get detailed information about a specific deal

Create a new deal/opportunity in Teamleader Focus

Update an existing deal in Teamleader Focus

List tasks from Teamleader Focus with optional filtering and pagination

Create a new task in Teamleader Focus. The Teamleader API requires a title, a due date and a work type. Use teamleader_work_types_list to find a work_type_id.

List calendar events from Teamleader Focus with optional filtering and pagination

Get detailed information about a specific event

Create a new calendar event in Teamleader Focus

List invoices from Teamleader Focus with optional filtering and pagination

Get detailed information about a specific invoice

Create a new draft invoice in Teamleader Focus

Book a draft invoice into accounting and assign it a number. SIDE EFFECT: books the draft into accounting and assigns a number; not freely reversible.

Send an invoice by email to the specified recipients. SIDE EFFECT: emails the customer.

Register a payment against an invoice.

Get a temporary download URL for an invoice in the specified format.

List quotations, optionally filtered by deal id.

Get a single quotation by id.

Create a quotation on a deal. Provide one or more line items.

Update a quotation's line items.

Accept a quotation. SIDE EFFECT: marks the quotation accepted (hard to undo).

Send a quotation by email. SIDE EFFECT: emails the customer.

List products, optionally filtered by search term.

Get a single product by id.

List product categories.

List price lists.

List units of measure.

List deal phases.

List deal pipelines.

List deal sources.

List lost reasons for deals.

List tax rates.

List payment terms.

List withholding tax rates.

List work types. Use this to find a work_type_id for creating tasks or time tracking.

List users, optionally filtered by search term.

Get a single user by id.

Get the currently authenticated user.

List teams.

List departments.

List custom field definitions.

Get a single custom field definition by id.

List credit notes, optionally filtered by invoice or department.

Get a single credit note by id.

List subscriptions, optionally filtered by customer.

Get a single subscription by id.

Create a new subscription. SIDE EFFECT: creates recurring invoicing for the customer.

Update a subscription's title.

Deactivate a subscription. SIDE EFFECT: stops future invoicing for this subscription.

List nextgen projects, optionally filtered by search term or status.

Get a single nextgen project by id.

Maak een nieuw nextgen-project. Enkel title is verplicht.

Update een nextgen-project. Enkel meegegeven velden worden aangepast.

Sluit een nextgen-project. SIDE EFFECT: markeert het project als gesloten.

Heropen een gesloten nextgen-project.

Dupliceer een nextgen-project.

Verwijder een nextgen-project. SIDE EFFECT: verwijdert het project onomkeerbaar.

Wijs een gebruiker of team toe aan een nextgen-project.

Verwijder de toewijzing van een gebruiker of team op een nextgen-project.

Voeg een eigenaar (gebruiker) toe aan een nextgen-project.

Verwijder een eigenaar (gebruiker) van een nextgen-project.

Koppel een klant (contact of bedrijf) aan een nextgen-project.

Ontkoppel een klant (contact of bedrijf) van een nextgen-project.

Koppel een deal aan een nextgen-project.

Ontkoppel een deal van een nextgen-project.

Koppel een offerte aan een nextgen-project.

Ontkoppel een offerte van een nextgen-project.

List time tracking entries, optionally filtered by user.

Add a time tracking entry. SIDE EFFECT: creates a time log record.

Update a time tracking entry's duration or description.

Start a running timer. SIDE EFFECT: starts a live timer that must be stopped.

Stop a running timer. SIDE EFFECT: stops the timer and creates a time tracking entry.

List calls, optionally filtered by customer.

Create a call activity. SIDE EFFECT: creates a call record.

Mark a call as completed. SIDE EFFECT: updates the call status.

List meetings.

Schedule a meeting. SIDE EFFECT: creates a meeting record.

Mark a meeting as completed. SIDE EFFECT: updates the meeting status.

List support tickets, optionally filtered by customer or status.

Get a single support ticket by id.

Create a new support ticket for a customer. SIDE EFFECT: creates a ticket record.

Update a ticket's subject or status.

Add a reply/message to a ticket. SIDE EFFECT: posts a message on the ticket thread.

List all available ticket statuses.

Add one or more tags to a contact.

Remove one or more tags from a contact.

Add one or more tags to a company.

Remove one or more tags from a company.

List notes linked to a subject (e.g. contact, company, deal). subject_type and subject_id are required.

Create a note linked to a subject (e.g. contact, company, deal).

List files linked to a subject (e.g. contact, company, deal). subject_type and subject_id are required.

Get a temporary download URL for a file by its ID.

Step 1 of a two-step file upload flow — returns an upload URL/location; the actual bytes are then PUT to that URL out of band. Provide the subject to link the file to and the intended file name.