Add your application by wizard
You can add your application via the integration wizard, you can find the button for this on the dashboard page.
After pressing the the start integrating button a pop up will appear with the wizard, please make sure you do not use any pop-up blocker at this point.
Press next and in the following screen you can add your applications that you want to connect. fill out the required information per app, authorize and test and then both applications are in your wizard available.
For "Teamleader" the following fields need to be filled out for a successful connection to be established.
Display Title: The name of the application, no special requirements.
After entering the name you press "SAVE" and the three buttons appear. Press "AUTHORIZE"
This pop-up appears and you need to fill in your login credentials from your Teamleader-account.
Add your applications in step 2. In the manual you can find the specific application off your needs in this link.
Press the "NEXT" button. and you see step 3. Select here the flows you need and click on the "Next" button.
In step 4 you can set the all the settings that tweaks your integration without adjusting mappings and or adjusting code. In this step you need to do this for all your flows. The settings we have standard enabled and disabled are based upon 90% of the integrations we currently have running.
After tweaking you rsettings you use the "SAVE & SUBMIT" button.
Step 5 finishes the wizard and on this point you can enable the flows to start running, if you want to adjust advanced settings we advice to start them manually in the integrations overview.