--- title: "Connect Teamleader Focus to Pylon - APIANT.ai" description: "When \"New Company\" fires in Teamleader Focus, your agent runs \"Add internal note to issue\" in Pylon." canonical: "https://apiant.ai/connect/teamleader-focus-to-pylon" --- # Connect Teamleader Focus to Pylon When **New Company** fires in [Teamleader Focus](https://apiant.ai/connections/teamleader-focus), your agent runs **Add internal note to issue** in [Pylon](https://apiant.ai/connections/pylon). Describe the whole flow and it is built, tested on every scenario and kept running. Teamleader Focus **5** triggers Teamleader Focus **20** actions Pylon **25** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Teamleader Focus and Pylon 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 Teamleader Focus can start in Pylon - When **New Company** in Teamleader Focus then **Add internal note to issue** in Pylon - When **New Contact** in Teamleader Focus then **Update contact** in Pylon 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 Teamleader Focus and Pylon ## Triggers and actions 5 triggers · 45 actions - 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. - Action **Add internal note to issue** Adds an internal note to a Pylon issue. Internal notes are not visible to the requester. - Action **Add tag** Creates a new tag in Pylon that can be applied to accounts, articles or issues. - Action **Add task** Creates a task in Pylon with a title and optional details such as assignee, due date, account, project and status. Returns the new task. - Action **Create Account** Creates a new customer account in Pylon with its name, domains, owner, tags and other details. - Action **Create Account Activity** Creates a custom activity on a Pylon account's timeline. - Action **Create Call Recording** Creates a call recording in Pylon from your own call recorder, including its transcript, and returns the new recording. Requires the Custom Call Recorder integration to be enabled in Pylon. - Action **Delete account** Permanently deletes a Pylon account by its ID or external ID. - Action **Delete issue** Permanently deletes an issue in Pylon. - Action **Find Account by Name** Finds Pylon accounts by name, by exact or partial match, returning the matching accounts. - Action **Find contacts by criteria** Returns the contacts that match the specified search text and/or filter. - Action **Find issues by criteria** Returns Pylon issues matching a text search and/or a filter on fields such as state, assignee, account, tags or dates. - Action **Get account** Returns a single Pylon account by its ID or external ID, including its domains, owner, tags, channels and custom fields. - Action **Get contact** Returns a single contact, including its emails, phone numbers, account and custom field values, by its ID or external ID. - Action **Get issue** Returns a single Pylon issue by its ID or issue number, including its custom field values. An error occurs if the issue is not found. - Action **Get user** Returns a single Pylon team member by ID, including their name, email addresses, status, and assigned roles. - Action **Get Users** Returns the users in your Pylon organization, optionally including deactivated users. - Action **List accounts** Returns all accounts in your Pylon organization, including their domains, owner, tags and custom field values. - Action **List contacts** Returns all contacts in the Pylon organization, including their emails, phone numbers, account and custom field values. - Action **List tags** Returns all tags in the Pylon organization, with each tag's name, color and the type of object it applies to. - Action **List teams** Returns all teams in the Pylon organization, with their members, how each team assigns issues, and any recurring assignment schedule. - Action **Reply to issue** Sends a customer-facing reply on a Pylon issue, continuing an existing conversation or thread. Returns the ID of the new message and its issue. - Action **Update Account** Updates an existing Pylon account. Only the fields you fill in are changed. - Action **Update contact** Updates an existing Pylon contact by its ID or external ID. Only the fields you fill in are changed. - Action **Update issue** Updates an existing Pylon issue — its title, state, assignee, team, account, requester, tags, type, portal visibility and custom fields. Only the fields you fill in are changed. - Action **Update Issue Followers** Adds or removes users and contacts as followers of a Pylon issue, and returns the issue's resulting followers. ## Each app on its own - [ **Teamleader Focus** Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool...](https://apiant.ai/connections/teamleader-focus) - [ **Pylon** Pylon is a modern, powerful support system built for B2B.](https://apiant.ai/connections/pylon) Reviews ## What our customers say ## More from Teamleader Focus - [ **Teamleader Focus to Timesheet** Timesheet is a mobile Time Tracker which allows you the recording of your working hours with a simple push...](https://apiant.ai/connect/teamleader-focus-to-timesheet) - [ **Teamleader Focus to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/teamleader-focus-to-trello) - [ **Teamleader Focus to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/teamleader-focus-to-zoom) - [ **Teamleader Focus to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/teamleader-focus-to-twilio) - [ **Teamleader Focus to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/teamleader-focus-to-typeform) - [ **Teamleader Focus to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/teamleader-focus-to-webflow) ## More into Pylon - [ **HubSpot to Pylon** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-pylon) - [ **Salesforce to Pylon** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-pylon) - [ **Slack to Pylon** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-pylon) - [ **Google Sheets to Pylon** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-pylon) - [ **Gmail to Pylon** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-pylon) - [ **Google Calendar to Pylon** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-pylon) Questions ## Teamleader Focus and Pylon, answered ### ### What can start an automation from Teamleader Focus? Any of Teamleader Focus's 5 triggers in the catalog, including New Company, New Contact, New Deal and Deal Accepted. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Pylon when something happens in Teamleader Focus? Any of Pylon's 25 actions, including Create Account, Create Account Activity, Create Call Recording and Update Account. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Pylon to Teamleader Focus? Pylon has no triggers in the catalog today, so automations start in Teamleader Focus. If you need the other direction, ask: your agent reads Pylon's API documentation and adds it. ### ### Do I have to build a connector for Teamleader Focus or Pylon? 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 Teamleader Focus and Pylon 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.