Dropbox + Teamleader Focus
Upload files to Dropbox when new deals are accepted in Teamleader Focus
Enhance your productivity with this efficient workflow between Teamleader Focus and Dropbox. When a deal is accepted in Teamleader Focus, it effortlessly uploads a corresponding file to Dropbox. No more manual transfers, this automation ensures that your relevant files are instantly organized and accessible in Dropbox the moment a deal gets the green light in Teamleader Focus. A great solution for businesses looking to streamline their document management process, save time, and maintain focus on what truly matters.
Enhance your productivity with this efficient workflow between Teamleader Focus and Dropbox. When a deal is accepted in Teamleader Focus, it effortlessly uploads a corresponding file to Dropbox. No more manual transfers, this automation ensures that your relevant files are instantly organized and accessible in Dropbox the moment a deal gets the green light in Teamleader Focus. A great solution for businesses looking to streamline their document management process, save time, and maintain focus on what truly matters.
- When this happens...Deal Accepted
Triggers when a deal is accepted.
- automatically do this!Upload File
Search for a specific file by name. Make sure the number of files/folders in the watched folder does not exceed 4000.
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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
