Coda + Teamleader Focus
Create and update Coda rows for new Teamleader Focus companies
Effortlessly maintain your contact database with this Teamleader Focus and Coda workflow. Whenever a new company is added in Teamleader Focus, the information will be updated or inserted as a new row in your Coda document, ensuring a well-organized and up-to-date list. No more manual data entry or duplicate information, as this automation takes care of everything for you.
Effortlessly maintain your contact database with this Teamleader Focus and Coda workflow. Whenever a new company is added in Teamleader Focus, the information will be updated or inserted as a new row in your Coda document, ensuring a well-organized and up-to-date list. No more manual data entry or duplicate information, as this automation takes care of everything for you.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Upsert Row
Creates a new row or updates an existing row in the selected table by comparing incoming data against existing rows.
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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
