Content Snare + Teamleader Focus

Create clients in Content Snare from new contacts in Teamleader Focus

Easily streamline your client onboarding process with this automation between Teamleader Focus and Content Snare. When a new contact is added in Teamleader Focus, this workflow will create a client in Content Snare, saving you time and manual effort. Keep your contact and client information consistent and up-to-date, so you can focus on providing the best service to your clients.

When this happens...
New Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Create Client
Creates a new client.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- 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
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
Client Created
Triggers when the client is created.
Trigger
Instant
Try It

Field Approved
Triggers when the field is approved.
Trigger
Instant
Try It
Field Rejected
Triggers when the field is rejected.
Trigger
Instant
Try It
Request Created
Triggers when the request is created.
Trigger
Instant
Try It
- Company Name
- Full NameRequired
- EmailRequired
- Phone
- Application Language
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- 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
Action
Write
- 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
Action
Write
- IdRequired
Action
Search
All Fields Completed
Triggers when all fields are completed.
Trigger
Instant
Try It
Client Updated
Triggers when the client is updated.
Trigger
Instant
Try It
Field Completed
Triggers when the field is completed.
Trigger
Instant
Try It
Request Completed
Triggers when the request is completed.
Trigger
Instant
Try It
Request Published
Triggers when the request is published.
Trigger
Instant
Try It
- NameRequired
- Folder
- Request TemplateRequired
- EmailRequired
- Phone
- Full Name
- Company Name
- Due
- StatusRequired
- Reminder Schedule
- Request owner
- Comments Enabled
- Share Via Link Enabled
Action
Write