Teamleader Focus for your voice agent

Teamleader Focus is a work management platform combining CRM, project management, and invoicing. It helps small businesses and freelancers manage customer work and billing in one place.

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Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Teamleader Focus app. You register an app in Teamleader Focus's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
100 actions, such as download Credit Note, download File and download Invoice.
What it changes
178 actions, such as accept Quotation, activity Type Legacy Identifier and add Customer to Project.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 278. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Teamleader Focus actions

Reads 100

  • Download Credit Note
  • Download File
  • Download Invoice
  • Download Quotation
  • Get Call
  • Get Cloud Platform Url
  • Get Company
  • Get Contact
  • Get Credit Note
  • Get Current Timer
  • Get Current User
  • Get Custom Field Definition
  • Get Daily User Availability
  • Get Deal
  • Get Department
  • Get Calendar Event
  • Get File
  • Get Incoming Credit Note
  • Get Incoming Invoice
  • Get Invoice
  • Get Meeting
  • Get Order
  • Get Plannable Item
  • Get Product
76 more
  • Get Project
  • Get Project Group
  • Get Project Material
  • Get Projects v2 Status
  • Get Project Task
  • Get Quotation
  • Get Receipt
  • Get Subscription
  • Get Task
  • Get Ticket
  • Get Ticket Message
  • Get Time Entry
  • Get Total User Availability
  • Get User
  • List Activity Types
  • List Bookkeeping Submissions
  • List Business Types
  • List Call Outcomes
  • List Calls
  • List Closing Days
  • List Commercial Discounts
  • List Companies
  • List Contacts
  • List Credit Notes
  • List Currency Exchange Rates
  • List Custom Field Definitions
  • List Day Off Types
  • List Deal Phases
  • List Deal Pipelines
  • List Deals
  • List Deal Sources
  • List Departments
  • List Document Templates
  • List Email Tracking Entries
  • List Calendar Events
  • List Expenses
  • List Files
  • List Invoices
  • List Level Two Areas
  • List Lost Reasons
  • List Mail Templates
  • List Meetings
  • List Notes
  • List Orders
  • List Payment Methods
  • List Payments Incoming Credit Note
  • List Payments Incoming Invoice
  • List Payments Receipt
  • List Payment Terms
  • List Plannable Items
  • List Price Lists
  • List Product Categories
  • List Products
  • List Project Groups
  • List Project Lines
  • List Project Materials
  • List Projects
  • List Project Tasks
  • List Quotations
  • List Reservations
  • List Subscriptions
  • List Tags
  • List Tasks
  • List Tax Rates
  • List Teams
  • List Ticket Messages
  • List Tickets
  • List Ticket Statuses
  • List Time Entries
  • List Units Of Measure
  • List User Days Off
  • List Users
  • List User Schedules
  • List Webhooks
  • List Withholding Tax Rates
  • List Work Types

Changes 139

  • Accept Quotation
  • Activity Type Legacy Identifier
  • Add Customer to Project
  • Add Deal to Project
  • Add External Party to Project
  • Add Internal Ticket Message
  • Add Owner to Project
  • Add Quotation to Project
  • Add Ticket Reply
  • Add To Group Project Line
  • Approve Incoming Credit Note
  • Approve Incoming Invoice
  • Approve Receipt
  • Assign Project
  • Assign Project Group
  • Assign Project Material
  • Assign Project Task
  • Book Invoice (Irreversible)
  • Close Project
  • Complete Call
  • Complete Meeting
  • Complete Task
  • Copy Invoice
  • Create Call
115 more
  • Create Closing Day
  • Create Company
  • Create Contact
  • Create Custom Field Definition
  • Create Day Off Type
  • Create Deal
  • Create Deal Phase
  • Create Deal Pipeline
  • Create Draft Invoice
  • Create Draft Invoice From Quotation and Mark Deal Won
  • Create Email Tracking Entry
  • Create Calendar Event
  • Create Incoming Credit Note
  • Create Incoming Invoice
  • Create Note
  • Create Partial Credit Note for Invoice (Irreversible)
  • Create Product
  • Create Project
  • Create Project Group
  • Create Project Material
  • Create Project Task
  • Create Quotation
  • Create Receipt
  • Create Report Meeting
  • Create Reservation
  • Create Recurring Invoice Subscription
  • Create Task
  • Create Ticket
  • Create Time Entry
  • Credit Invoice (Irreversible)
  • Duplicate Deal Pipeline
  • Duplicate Project
  • Duplicate Project Group
  • Duplicate Project Material
  • Duplicate Project Task
  • Id Legacy Identifier
  • Import Day Off
  • Import Ticket Message
  • Link To Company Contact
  • Lose Deal
  • Mark As Default Deal Pipeline
  • Mark As Pending Review Incoming Credit Note
  • Mark As Pending Review Incoming Invoice
  • Mark As Pending Review Receipt
  • Move Deal
  • Move Deal Phase
  • Refuse Incoming Credit Note
  • Refuse Incoming Invoice
  • Refuse Receipt
  • Register Payment Incoming Credit Note
  • Register Payment Incoming Invoice
  • Register Invoice Payment (Financial Effect)
  • Register Payment Receipt
  • Register Webhook
  • Reopen Project
  • Reopen Task
  • Resume Time Entry
  • Schedule Meeting
  • Schedule Task
  • Send Invoice to Recipients (External Effect)
  • Send Quotation
  • Send To Bookkeeping Incoming Credit Note
  • Send To Bookkeeping Incoming Invoice
  • Send To Bookkeeping Receipt
  • Send Credit Note via Peppol (Irreversible External Effect)
  • Send Invoice via Peppol (Irreversible External Effect)
  • Start Timer
  • Stop Timer
  • Tag Company
  • Tag Contact
  • Tax Rate Legacy Identifier
  • Unassign Project
  • Unassign Project Group
  • Unassign Project Material
  • Unassign Project Task
  • Unlink From Company Contact
  • Unregister Webhook
  • Untag Company
  • Untag Contact
  • Update Booked Invoice (Financial Effect)
  • Update Call
  • Update Company
  • Update Company Link Contact
  • Update Contact
  • Update Day Off Type
  • Update Deal
  • Update Deal Phase
  • Update Deal Pipeline
  • Update Draft Invoice
  • Update Calendar Event
  • Update Incoming Credit Note
  • Update Incoming Invoice
  • Update Meeting
  • Update Note
  • Update Payment Incoming Credit Note
  • Update Payment Incoming Invoice
  • Update Payment Receipt
  • Update Product
  • Update Project
  • Update Project External Party
  • Update Project Group
  • Update Project Material
  • Update Project Task
  • Update Quotation
  • Update Receipt
  • Update Reservation
  • Update Recurring Invoice Subscription
  • Update Task
  • Update Ticket
  • Update Time Entry
  • Update Timer
  • Upload Avatar Contact
  • Upload File
  • Upload Logo Company
  • Win Deal

Deletes 39

  • Bulk Delete Day Off
  • Cancel Calendar Event for All Attendees
  • Deactivate Recurring Invoice Subscription
  • Delete Call
  • Delete Closing Day
  • Permanently Delete Company (Irreversible)
  • Permanently Delete Contact
  • Delete Day Off Type
  • Permanently Delete Deal (Irreversible)
  • Delete Deal Phase
  • Delete Deal Pipeline
  • Permanently Delete Draft Invoice (Irreversible)
  • Delete File
  • Delete Incoming Credit Note
  • Delete Incoming Invoice
  • Delete Meeting
  • Delete Note
  • Permanently Delete Product (Irreversible)
  • Delete Project, Tasks, and Time Tracking
  • Delete Project and Tasks, Preserve Time Tracking
  • Delete Project External Party
  • Delete Project Group
  • Delete Project Material
  • Delete Project, Preserve Tasks and Time Tracking
15 more
  • Delete Project Task
  • Delete Quotation
  • Delete Receipt
  • Delete Reservation
  • Delete Task
  • Delete Time Entry
  • Remove Customer Project
  • Remove Deal Project
  • Remove From Group Project Line
  • Remove Owner Project
  • Remove Payment Incoming Credit Note
  • Remove Payment Incoming Invoice
  • Remove Payment Receipt
  • Remove All Invoice Payments (Irreversible)
  • Remove Quotation Project

Teamleader Focus setup

  1. Registering your Teamleader Focus app

    Create an app in Teamleader Focus's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Teamleader Focus

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 278 actions the agent may use. Start with lookups and add the ones that change Teamleader Focus when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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