ActiveCollab + Teamleader Focus

ActiveCollab + Teamleader Focus integrations

Create tasks in ActiveCollab for new accepted deals in Teamleader Focus

Streamline your workflow between Teamleader Focus and ActiveCollab with this automation. Once activated, each time a deal is accepted in Teamleader Focus, it will automatically create a new task in ActiveCollab. This allows you to prioritize your tasks efficiently and ensure nothing slips through the cracks, helping you maintain a constant focus on your most important deals.

When this happens...
Deal AcceptedTriggers when a deal is accepted.
TriggerInstant
automatically do this!
Create TaskCreates a task.
ActionWrite

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More things you can do with Teamleader Focus and ActiveCollab

Discover other triggers and actions you can use with Teamleader Focus and ActiveCollab

New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Instant
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Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
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- First name
- Last name
  Required
- Salutation
- Primary
- Telephone
- Mobile
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Language
- Gender
- Birthdate
- Iban
- Bic
- Remarks
- Tags
- Custom_fields
- Marketing mails consent
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
New Project
Triggers when new project is created.
Trigger
Instant
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Task Closed
Triggers when a task is closed in Active Collab.
Trigger
Instant
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Task Moved
Triggers when a task is moved to another task list.
Trigger
Instant
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- Project
  Required
- Task
  Required
- Comment Body
  Required
Action
Write
- Project ID
  Required
Action
Write
- Project Name
  Required
Action
Write
- Project
  Required
- Discussion Title
  Required
- Discussion Description
Action
Write
- Select Projects
  Required
- User Emails
  Required
- Member Type
  Required
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- Company name
  Required
- Business Type
- VAT number
- Local business number
- Primary
- Invoicing
- Telephone
- Fax
- Website
- Street
- Zip code
- City
- Country
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Street
- Zip code
- City
- Country
- Addressee
- Iban
- Bic
- Language
- Responsible user
- Remarks
- Tags
- Custom_fields
- Marketing_mails_consent
Action
Write
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Id
  Required
Action
Search
New Comment
Triggers when a comment is added to an object in Active Collab.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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New Task List
Triggers when a new task list is created in a project in Active Collab.
Trigger
Instant
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Time Tracked
User has tracked time on project or task.
Trigger
Instant
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- Company Name
  Required
Action
Write
- Task ID
  Required
Action
Write
- Project
  Required
- Task List
  Required
- Task Name
  Required
- Task Body
Action
Write
- Project
  Required
- Discussion
  Required
- Comment Body
  Required
Action
Write

About ActiveCollab

ActiveCollab is a powerful yet simple workspace for task, project, team, client and billing management – built for growing service businesses.

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Project Management

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About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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