Keep customer records aligned
Share agreed customer and contact details with service or accounting applications.
All integrations
Financial data
Connect available Teamleader Orbit customers, projects and approved time entries to service and accounting. Service Automation Suite brings references and rules together, helps coordinate follow-up and links outcomes to the right workflow. We validate available API actions and permissions for each implementation.
From product to process
How to use the integration
Project → delivery
Turn available project information into agreed execution and service tasks.
Work → invoicing
Transfer approved time and items for finance review and processing.
Combine into one controlled process
Data → rules → execution-
Combine
Customer + approved time + contract
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Determine & check
Check and prepare invoice data
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Execute & report back
Finance review · Update accounting · Return status
Check sources and rules, test changes and track the outcome. Manual tasks get an owner and confirmation.
Build visually. Manage easily.
Reuse building blocks, adapt your process and test the change. Manage it yourself, together with us or let Scope4mation take care of it.
More process examples & technical details
The work between your applications
Records updated.
Why still compare spreadsheets?
Service Automation Suite connects Teamleader Orbit with your other applications, people and rules. Keep data aligned, work moving and outstanding actions visible.
A change, request or alert
Service Automation Suite
Data, people, assets and relationships on one foundation.
- Compare
- What exists? What should exist?
- Determine what is needed
- Matrix · policy · legal requirements
- Coordinate the next steps
- Checks · tasks · approvals · actions
Execution ↔ feedback
Your people and tools
For example. Also with other teams, suppliers and applications.
Verify. Inform. Report.
What is complete? Who needs to act? Which exception needs attention?
Project & service
From customer and project to delivery and accounting.
Connect available Teamleader Orbit customers, projects and approved time entries to service and accounting. Service Automation Suite brings references and rules together, helps coordinate follow-up and links outcomes to the right workflow. We validate available API actions and permissions for each implementation.
Link references, validate and approve
Combine the data with your policy, risk assessments and checks. Request information or a decision where needed, track actions and record the outcome.
Customer, project and available time entries
Agreed task or finance follow-up
Connect customer and project
Use available customer and project data from Teamleader Orbit. Define identifiers and source-of-truth rules between project administration and service.
Review time and handover
Connect available time entries, project status and rules to delivery or finance follow-up. Only approved information proceeds.
Track execution and outcome
After approval, start the agreed task and record the outcome with the appropriate project or service record. Available API actions, permissions and technical validation determine the implementation.
Under the hood
How to connect, test and manage the integration.
For administrators who want to understand how it works: connect Teamleader Orbit to your other applications, map the data and use the response in the next step. Configure it centrally in Service Automation Suite.
Example configuration · shaped by your process
Process time entries or transactions and return acceptance
Connect and test
API ComposerChoose the API method, URL and authentication. Manage the host and credentials in an environment. Test a request in Discovery and inspect the fields actually returned by the API.
Combine and compare
Data Flow ComposerSelect fields, translate codes and relate records using shared data. Compare source and target to identify new, changed or incomplete records.
Execute and use the response
API ComposerBuild the request body from validated data and inspect Body Preview before testing. Use the result ID in Data Context for the next request or save output to an entity. Configure write-back separately.
Recognise errors and follow up deliberately
API ComposerConfigure error rules by HTTP code and/or message. A temporary API failure can use bounded retries. A missing relationship or rejection needs another route: record the cause and configure a verification task for the appropriate team, for example.
Which data do you maintain?
An example configuration, not fixed field names or a mandatory combination.
- Entry reference and source ID
- Retain the relationship to external processing so existing results can be recognised.
- Customer, project code and period
- Enrich and validate entries using shared master data before executing the write operation.
- Acceptance or rejection
- Process the reference or rejection reason from the response and route incomplete entries for correction.
Sent ≠ processed. Use the response and agreed validation to determine the next step.
Need to publish data yourself?
Use Endpoint Composer to publish a configured Service Automation Suite data object. Choose read and write methods and security profiles so a customer can retrieve agreed service data or a supplier can submit information, for example. Configure data selection and subsequent processing separately.
Endpoint ComposerFrom data to a complete process?
Combine the integration with a form, a shared matrix, a review or collaboration between service teams. For example, an approved request leads to execution in Microsoft Entra, a ValidSign signature request and feedback in TOPdesk. Your process determines the steps needed; not every use case requires all these components.
Explore the connected building blocksBeyond the first integration.
Use the same data and rules in your next process.
Start with one use case. Connect customer, employee and asset data, for example, and agree which source is authoritative. Reuse those relationships, a matrix where needed and configured actions in the next workflow. Agree who maintains the data and rules. Expand without repeatedly connecting and maintaining the same information.
Time recorded, but not yet accounted for.
Service work is complete but time entries do not match a known customer, project code or agreed processing route.
- Combine
- Combine time entries with central customer and project relationships and accounting rules. Request specific missing information.
- The outcome determines what follows
- Accepted: retain the accounting reference. Rejected: have the owner correct the cause. Resending an entry requires checking whether it was already processed.
- The benefit
- Less investigation and correction between service and finance without automatically treating errors as billable work.
Ordered, delivered and actually in use?
Procurement, a supplier and technical inventory each hold part of the picture. A delivered asset is not automatically assigned to its correct owner.
- Combine
- Compare orders, delivery details, serial numbers and inventory with central ownership relationships. Keep missing confirmations part of the workflow.
- The outcome determines what follows
- Matching data: update the agreed records. Unknown device, unexpected owner or unconfirmed delivery: create work for the correct support group.
- The benefit
- Fewer gaps between administrative and technical records and targeted follow-up of discrepancies.
Refreshing a report does not guarantee reliable data.
A source request can succeed while data is missing, differently coded or not yet fully retrieved.
- Combine
- Combine pagination and output mapping with agreed data checks. Use shared relationship tables to connect sources.
- The outcome determines what follows
- Checks passed: prepare the dataset. Deviation: request review and expose freshness. Temporary API failures follow a bounded recovery path.
- The benefit
- A clearer distinction between a technically successful import and information fit for decision-making.
Your process needs more than a standard action?
Configure the missing API request, input and output in API Composer. Use its response in the next step and combine it with data tables, forms and automations. Extend the same product and reuse the configured building blocks.
Use Service Automation Suite to update a ticket in TOPdesk, for example, with fields available through its API, such as category, priority, status and support group. For another application, configure its request and field mapping. The outcome determines the next action: confirm, add information or request review, not merely check whether the request arrived.
Build it yourself: explore the technical approachNeed to publish data or let others submit it? Endpoint Composer exposes a configured Service Automation Suite data object with selected methods and security profiles. Other building blocks handle subsequent processing.
From product to workflow
Teamleader Orbit in your workflow
Pull up a chair. Or join us online.
Over coffee, tea or online: tell us what you are working on.
We can help with the integrations, automation and coordination your process needs, even if your application is not listed yet.
