Birdview PSA + Teamleader Focus
Create new Easy Projects projects for new Teamleader Focus companies
Streamline your project management process by instantly creating new projects in Easy Projects whenever a new company is added in Teamleader Focus. This efficient workflow saves you time and ensures that your team can start working on new projects without any delays. Keep your project data organized and up-to-date across both platforms with this seamless automation.
Streamline your project management process by instantly creating new projects in Easy Projects whenever a new company is added in Teamleader Focus. This efficient workflow saves you time and ensures that your team can start working on new projects without any delays. Keep your project data organized and up-to-date across both platforms with this seamless automation.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create Project
Creates a new project. Please note, custom fields are not supported by this action. If custom fields are required please use action 'Create Project (with custom fields)'
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New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst name
Last nameRequired
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
New Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany nameRequired
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
TitleRequired
Summary
Customer TypeRequired
Customer IdRequired
Contact Person
Source
Department
Responsible User
Phase
Estimated Value Amount
Estimated Value Currency
Estimated Probability
Estimated Closing Date
Custom Fields
