--- title: "Connect Teamleader Focus and TouchBasePro - APIANT.ai" description: "When \"New Company\" fires in Teamleader Focus, your agent runs \"Send Smart Email\" in TouchBasePro." canonical: "https://apiant.ai/connect/teamleader-focus-to-touchbasepro" --- # Connect Teamleader Focus and TouchBasePro When **New Company** fires in [Teamleader Focus](https://apiant.ai/connections/teamleader-focus), your agent runs **Send Smart Email** in [TouchBasePro](https://apiant.ai/connections/touchbasepro), or **New Subscriber** in TouchBasePro to **Add invoice** in Teamleader Focus. Describe the whole flow and it is built, tested on every scenario and kept running. Teamleader Focus **5** triggers Teamleader Focus **20** actions TouchBasePro **3** triggers TouchBasePro **6** 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 TouchBasePro 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 and TouchBasePro can do together ### From Teamleader Focus to TouchBasePro - When **New Company** in Teamleader Focus then **Send Smart Email** in TouchBasePro - When **New Contact** in Teamleader Focus then **Add List** in TouchBasePro ### From TouchBasePro to Teamleader Focus - When **New Subscriber** in TouchBasePro then **Add invoice** in Teamleader Focus - When **Updated Subscriber** in TouchBasePro then **Add task** in Teamleader Focus 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 TouchBasePro ## Triggers and actions 8 triggers · 26 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. - Trigger **New Subscriber** Triggers when a new subscriber is added to a list. - Trigger **Unsubscribed Subscriber** Triggers when a subscriber unsubscribes from a list. - Trigger **Updated Subscriber** Triggers when an active subscriber on a list is added or has their details changed. - Action **Add List** Creates a new subscriber list in your TouchBasePro account and returns its list id. - Action **Add Subscriber** Adds a subscriber to a TouchBasePro email list, or updates their name and custom fields if they are already on it. - Action **Get Subscriber** Returns a subscriber's details on a list, including their email address, name, active/inactive state and custom field data. - Action **Send Smart Email** Sends a smart transactional email to one or more recipients, filling the email's variables from the data you supply. Returns each recipient with its message ID and status. - Action **Unsubscribe Subscriber** Unsubscribes a subscriber from a TouchBasePro list so they no longer receive campaigns sent to it. - Action **Update Subscriber** Updates an existing subscriber on a list, including their email address, name, custom field values and tracking consent. ## 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) - [ **TouchBasePro** TouchBasePro is a email marketing tool to help you create beautiful email campaigns that will transform your...](https://apiant.ai/connections/touchbasepro) 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 TouchBasePro - [ **HubSpot to TouchBasePro** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-touchbasepro) - [ **Salesforce to TouchBasePro** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-touchbasepro) - [ **Slack to TouchBasePro** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-touchbasepro) - [ **Google Sheets to TouchBasePro** Google Sheets](https://apiant.ai/connect/google-sheets-to-touchbasepro) - [ **Gmail to TouchBasePro** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-touchbasepro) - [ **Google Calendar to TouchBasePro** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-touchbasepro) Questions ## Teamleader Focus and TouchBasePro, 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 TouchBasePro when something happens in Teamleader Focus? Any of TouchBasePro's 6 actions, including Send Smart Email, Update Subscriber, Add List and Add Subscriber. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from TouchBasePro to Teamleader Focus? Yes. When something happens in TouchBasePro, your agent can act in Teamleader Focus too. This page covers both directions: TouchBasePro's triggers and Teamleader Focus's actions are listed here as well. ### ### Do I have to build a connector for Teamleader Focus or TouchBasePro? 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 TouchBasePro 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.