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FileInvite + Teamleader Focus

Create FileInvite invites for new Teamleader Focus companies

Effortlessly streamline your onboarding process with this automation between Teamleader Focus and FileInvite. Whenever a new company is added in Teamleader Focus, it will trigger an invite to be created in FileInvite, saving you time and ensuring seamless collaboration between the two platforms. Simplify your workflow, and improve efficiency with this easy-to-implement solution.

Effortlessly streamline your onboarding process with this automation between Teamleader Focus and FileInvite. Whenever a new company is added in Teamleader Focus, it will trigger an invite to be created in FileInvite, saving you time and ensuring seamless collaboration between the two platforms. Simplify your workflow, and improve efficiency with this easy-to-implement solution.

  1. When this happens...
    Teamleader FocusTeamleader Focus
    New Company

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    FileInviteFileInvite
    Create Invite

    Creates a new invite for an existing person.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Teamleader Focus triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    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
  • Teamleader Focus triggers, actions, and search

    New Company

    Triggers when a new Company is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    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
fileinvite logo
fileinvite logo

About FileInvite

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

Related categories

  • Documents
teamleader logo
teamleader logo

About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Learn moreHelp

Related categories

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