Connect Teamleader Focus and Wheelbase

Both apps 45Teamleader Focus 25Wheelbase 20

• 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 Customer

  Triggered when a new customer is created or a marketplace guest books with the dealer.

• Trigger
  New Message

  Triggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message.

• Trigger
  New or Updated Reservation

  Triggers when a reservation is created or updated in Wheelbase.

• Trigger
  New Rental

  Triggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account.

• Action
  Approve booking

  Approves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed.

• Action
  Cancel booking

  Cancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy.

• Action
  Create Customer

  Creates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate.

• Action
  Create Reservation

  Creates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details.

• Action
  Decline booking

  Declines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead.

• Action
  Find a Customer

  Returns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer.

• Action
  Find a Rental

  Returns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting.

• Action
  Get booking

  Returns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found.

• Action
  Get customer

  Returns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found.

• Action
  Get listing

  Returns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images.

• Action
  List booking payments

  Returns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account.

• Action
  List bookings

  Returns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date.

• Action
  List locations

  Returns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours.

• Action
  Update customer

  Updates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited.

• Action
  Update listing

  Updates a listing's name, description, nightly price or instant-book setting, and returns the updated listing.

• Action
  Update Reservation

  Updates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.