CloudBlue Connect + Microsoft Excel + Teamleader Focus Integrations
How to connect CloudBlue Connect + Microsoft Excel + Teamleader Focus
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Do even more with CloudBlue Connect + Microsoft Excel + Teamleader Focus
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with CloudBlue Connect, Microsoft Excel, and Teamleader Focus. And don’t forget that you can add more apps and actions to create complex workflows.
Id of the request or listing to retrieve messages forRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCase StatusRequired
Additional filters
Amount of records per batch query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAdditional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAdditional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planAdditional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRequest Status
Additional filters
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRequest Status
Additional filters
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRequest IDRequired
Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ActionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Parameter ID
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Item IDRequired
QuantityRequired
Parameter ID
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub IDRequired
Asset External IDRequired
Asset External UID
Tiers involved in the requestRequired
Tier 1 External IDRequired
Tier 1 External UID
Tier 1 Account NameRequired
Tier 1 Address Line 1Required
Tier 1 Address Line 2
Tier 1 Postal CodeRequired
Tier 1 CityRequired
Tier 1 State or ProvinceRequired
Tier 1 CountryRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
Tier 1 EmailRequired
Tier 1 Phone NumberRequired
Customer External IDRequired
Customer External UID
Customer Account NameRequired
Customer Address Line 1Required
Customer Address Line 2
Customer Postal CodeRequired
Customer CityRequired
Customer State or ProvinceRequired
Customer CountryRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer EmailRequired
Customer Phone NumberRequired
Item IDRequired
QuantityRequired
Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Parameter ID
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Lookup FieldRequired
Asset Lookup ValueRequired
Period FromRequired
Period ToRequired
Period DeltaRequired
Period UOMRequired
ItemsRequired
Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
SubjectRequired
Description of the case
Priority of the caseRequired
Type of the caseRequired
Receiver account IDRequired
Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Object IDRequired
MessageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tier Configuration IDRequired
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Parameter IDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Parameter IDRequired
ValueRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Inquire message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Note
Template ID
Parameter IDRequired
Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Notes
Parameter IDRequired
Error TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Caset IDRequired
Product IDRequired
Subject
Description of the case
Issuer Account
Issuer Actor
Recipient ID
Receiver Account
Receiver Actor
Recipient IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appCase idRequired
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appRequest Status
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Column IndexRequired
Apply To
Header Preservation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
No Match Copy
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Contact
Triggers when a new contact is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Deal Accepted
Triggers when a deal is accepted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.First 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContactRequired
CompanyRequired
Position
Decision maker
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Additional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCase idRequired
Additional filters
Amount of records per batch query
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planProduct IDRequired
Object classRequired
Name for newly created Connect WebhookRequired
DescriptionRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Request Status
Additional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRequest Status
Additional filters
Amount of records per batch query
Process requests in batch
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planRequest IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Feedback of the resolution
Rating of the resolution of the case
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub IDRequired
Asset External IDRequired
Asset External UID
Tiers involved in the requestRequired
Tier 1 External IDRequired
Tier 1 External UID
Tier 1 Account NameRequired
Tier 1 Address Line 1Required
Tier 1 Address Line 2
Tier 1 Postal CodeRequired
Tier 1 CityRequired
Tier 1 State or ProvinceRequired
Tier 1 CountryRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
Tier 1 EmailRequired
Tier 1 Phone NumberRequired
Customer External IDRequired
Customer External UID
Customer Account NameRequired
Customer Address Line 1Required
Customer Address Line 2
Customer Postal CodeRequired
Customer CityRequired
Customer State or ProvinceRequired
Customer CountryRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer EmailRequired
Customer Phone NumberRequired
ItemsRequired
Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
ItemsRequired
External Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub IDRequired
Asset External IDRequired
Asset External UID
Tiers involved in the requestRequired
Tier 1 External IDRequired
Tier 1 External UID
Tier 1 Account NameRequired
Tier 1 Address Line 1Required
Tier 1 Address Line 2
Tier 1 Postal CodeRequired
Tier 1 CityRequired
Tier 1 State or ProvinceRequired
Tier 1 CountryRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
Tier 1 EmailRequired
Tier 1 Phone NumberRequired
Customer External IDRequired
Customer External UID
Customer Account NameRequired
Customer Address Line 1Required
Customer Address Line 2
Customer Postal CodeRequired
Customer CityRequired
Customer State or ProvinceRequired
Customer CountryRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer EmailRequired
Customer Phone NumberRequired
ItemsRequired
Parameters
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Hub IDRequired
Asset External IDRequired
Asset External UID
Tiers involved in the requestRequired
Tier 1 External IDRequired
Tier 1 External UID
Tier 1 Account NameRequired
Tier 1 Address Line 1Required
Tier 1 Address Line 2
Tier 1 Postal CodeRequired
Tier 1 CityRequired
Tier 1 State or ProvinceRequired
Tier 1 CountryRequired
Tier 1 Contact First NameRequired
Tier 1 Contact Last NameRequired
Tier 1 EmailRequired
Tier 1 Phone NumberRequired
Customer External IDRequired
Customer External UID
Customer Account NameRequired
Customer Address Line 1Required
Customer Address Line 2
Customer Postal CodeRequired
Customer CityRequired
Customer State or ProvinceRequired
Customer CountryRequired
Customer Contact First NameRequired
Customer Contact Last NameRequired
Customer EmailRequired
Customer Phone NumberRequired
Item IDRequired
QuantityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset IDRequired
Parameter ID
Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Asset Lookup FieldRequired
Asset Lookup ValueRequired
Period FromRequired
Period ToRequired
Period DeltaRequired
Period UOMRequired
Item IDRequired
Attributes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Text of the comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account IDRequired
Account External IDRequired
Account External UID
Account Account NameRequired
Account Address Line 1Required
Account Address Line 2
Account Postal CodeRequired
Account CityRequired
Account State or ProvinceRequired
Account CountryRequired
Account Contact First NameRequired
Account Contact Last NameRequired
Account EmailRequired
Account Phone NumberRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Tier Configuration IDRequired
Parameter IDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ParametersRequired
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Note
Template ID
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Note
Template ID
ParametersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Pending message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Case IDRequired
Resolve message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Request IDRequired
Planned Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appCase StatusRequired
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appAdditional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appRequest Status
Additional filters
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
TableRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planPlan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
Row IDRequired
Apply To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
New NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Plan Restrictions
Storage Source
Folder
WorkbookRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
RangeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPlan Restrictions
Storage Source
Folder
WorkbookRequired
Worksheet NameRequired
Column Headers
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Company
Triggers when a new Company is added.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Invoice Paid
Triggers when an invoice is paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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How CloudBlue Connect + Microsoft Excel + Teamleader Focus Integrations Work
- Step 1: Authenticate CloudBlue Connect, Microsoft Excel, and Teamleader Focus.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About CloudBlue Connect
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