Create new FastField Mobile Forms form dispatches for each Teamleader Focus company
Effortlessly streamline your data collection process with this Teamleader Focus and FastField Mobile Forms integration. When a new company is added in Teamleader Focus, this workflow will automatically create a Form Dispatch in FastField Mobile Forms, ensuring that crucial information is captured and organized in an instant. Save time and maintain accuracy by automating your form dispatch creation with this powerful and efficient combination.
Effortlessly streamline your data collection process with this Teamleader Focus and FastField Mobile Forms integration. When a new company is added in Teamleader Focus, this workflow will automatically create a Form Dispatch in FastField Mobile Forms, ensuring that crucial information is captured and organized in an instant. Save time and maintain accuracy by automating your form dispatch creation with this powerful and efficient combination.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create Form Dispatch
Sends a Form to one or more users, with the option of pre-populating Form Fields. The Form appears in the users inbox in the FastField Mobile App.
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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