--- title: "Connect Instantly and Teamleader Focus - APIANT.ai" description: "When \"New Event\" fires in Instantly, your agent runs \"Add invoice\" in Teamleader Focus." canonical: "https://apiant.ai/connect/instantly-to-teamleader-focus" --- # Connect Instantly and Teamleader Focus When **New Event** fires in [Instantly](https://apiant.ai/connections/instantly), your agent runs **Add invoice** in [Teamleader Focus](https://apiant.ai/connections/teamleader-focus), or **New Company** in Teamleader Focus to **Add lead list** in Instantly. Describe the whole flow and it is built, tested on every scenario and kept running. Instantly **1** trigger Instantly **22** actions Teamleader Focus **5** triggers Teamleader Focus **20** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Instantly and Teamleader Focus to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Instantly and Teamleader Focus can do together ### From Instantly to Teamleader Focus - When **New Event** in Instantly then **Add invoice** in Teamleader Focus - When **New Event** in Instantly then **Add task** in Teamleader Focus ### From Teamleader Focus to Instantly - When **New Company** in Teamleader Focus then **Add lead list** in Instantly - When **New Contact** in Teamleader Focus then **Add Lead to Campaign** in Instantly Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Instantly and Teamleader Focus ## Triggers and actions 6 triggers · 42 actions - Trigger **New Event** Triggers when an Instantly event occurs, such as an email sent, a reply received, or a lead status change. - Action **Activate campaign** Starts a campaign, or resumes a paused one, and returns the updated campaign. - Action **Add campaign** Creates a new Instantly campaign with its sending schedule, email sequence and sending options. Returns the created campaign. - Action **Add lead list** Creates a new lead list in Instantly for storing leads. - Action **Add Lead to Campaign** Adds a lead to an Instantly campaign, with their contact details, personalization and custom variables. Returns the created lead. - Action **Add Tags to Campaigns** Assigns one or more custom tags to one or more campaigns. - Action **Add to Blocklist** Adds an email address or domain to the workspace's blocklist so it no longer receives emails. - Action **Create a New Tag** Creates a new custom tag in your Instantly workspace for organizing accounts and campaigns. - Action **Delete blocklist entry** Deletes a blocked email or domain entry from your Instantly block list, returning the removed entry. - Action **Delete lead** Permanently deletes a lead from your Instantly workspace and returns the deleted lead. - Action **Find Lead** Finds leads in your Instantly workspace by email address or search term, optionally narrowed to a campaign, list or lead status. Returns the matching leads and the first match. - Action **Get Blocklist Entry** Returns a single block list entry (a blocked email address or domain) by its ID. - Action **Get campaign** Returns a campaign's full details, including its schedule, sequences, sending accounts and settings. - Action **Get lead** Returns a single Instantly lead by its ID, including contact details, campaign, status, engagement counts and custom variables. - Action **List campaigns** Returns the campaigns in your Instantly workspace, optionally filtered by name, tags, status or AI Sales Agent. - Action **List lead lists** Returns the lead lists in your Instantly workspace, optionally filtered by name or by whether they run enrichment. - Action **List leads** Returns leads from your Instantly workspace, optionally filtered by campaign, list, status, search term or email address. - Action **List Tag Mappings** Returns the tag assignments in the workspace, showing which custom tags are attached to which email accounts and campaigns. - Action **Pause campaign** Stops (pauses) a running campaign so it no longer sends emails, and returns the updated campaign. - Action **Remove Lead From Campaign** Removes one or more leads from an Instantly campaign, deleting them from that campaign. - Action **Remove Tags From Campaigns** Removes one or more custom tags from Instantly campaigns. - Action **Update lead** Updates an existing lead's details in Instantly, such as name, company, phone, interest status and custom variables, and returns the updated lead. - Action **Update Lead Status** Updates the interest status of a lead in Instantly (for example Interested, Meeting booked, or Not interested), optionally scoped to one campaign or list. - Trigger **Deal Accepted** Triggers when a deal is accepted. - Trigger **Invoice Paid** Fires when a payment is registered on a Teamleader Focus invoice (vendor event invoice.paymentRegistered). - Trigger **New Company** Triggers when a new Company is added. - Trigger **New Contact** Triggers when a new contact is added. - Trigger **New Deal** Triggers when a new deal is created. - Action **Add invoice** Drafts a new invoice in Teamleader Focus. - Action **Add quotation** Creates a quotation on a Teamleader Focus deal. - Action **Add task** Create a task. - Action **Book Invoice** Books a draft Teamleader Focus invoice, giving it an invoice number and making it outstanding. - Action **Create Company** Creates a new company. - Action **Create Contact** Creates a new contact. - Action **Create Deal** Creates a new deal. - Action **Find Company** Returns up to 100 companies that match the specified search term, email, VAT number, tags or other criteria. - Action **Find Contact** Returns up to 100 contacts that match the specified search term, email, company, tags, status or ids. - Action **Find deals** Returns up to 100 deals that match the specified search term and filters, including their custom field values. - Action **Get company** Get details for a single company in Teamleader Focus. - Action **Get contact** Get a contact by id. - Action **Get deal** Get details for a single deal. - Action **Get Invoice** Returns one Teamleader Focus invoice with its customer, lines, totals and status. - Action **Get Task** Returns one Teamleader Focus task with its title, description, due date, work type and assignee. - Action **Link Contact to Company** Links an existing contact to an existing company, optionally setting the contact's position and whether they are a decision maker there. - Action **Update company** Update an existing company in Teamleader Focus. Only the fields you fill in are changed. - Action **Update contact** Update a contact. - Action **Update deal** Update a deal. - Action **Win deal** Marks a Teamleader Focus deal as won. ## Each app on its own - [ **Instantly** Instantly is an email automation platform that helps scale outreach campaigns.](https://apiant.ai/connections/instantly) - [ **Teamleader Focus** Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool...](https://apiant.ai/connections/teamleader-focus) Reviews ## What our customers say ## More from Instantly - [ **Instantly to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/instantly-to-salesforce) - [ **Instantly to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/instantly-to-slack) - [ **Instantly to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/instantly-to-mailchimp) - [ **Instantly to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/instantly-to-stripe) - [ **Instantly to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/instantly-to-shopify) - [ **Instantly to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/instantly-to-quickbooks-online) ## More into Teamleader Focus - [ **HubSpot to Teamleader Focus** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-teamleader-focus) - [ **Salesforce to Teamleader Focus** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-teamleader-focus) - [ **Slack to Teamleader Focus** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-teamleader-focus) - [ **Google Sheets to Teamleader Focus** Google Sheets](https://apiant.ai/connect/google-sheets-to-teamleader-focus) - [ **Gmail to Teamleader Focus** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-teamleader-focus) - [ **Google Calendar to Teamleader Focus** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-teamleader-focus) Questions ## Instantly and Teamleader Focus, answered ### ### What can start an automation from Instantly? Any of Instantly's 1 trigger in the catalog, including New Event. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Teamleader Focus when something happens in Instantly? Any of Teamleader Focus's 20 actions, including Create Company, Create Contact, Create Deal and Update company. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Teamleader Focus to Instantly? Yes. When something happens in Teamleader Focus, your agent can act in Instantly too. This page covers both directions: Teamleader Focus's triggers and Instantly's actions are listed here as well. ### ### Do I have to build a connector for Instantly or Teamleader Focus? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Instantly and Teamleader Focus without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.