Grist + Teamleader Focus
Create or update Grist records for new Teamleader Focus companies
Efficiently manage your business records by connecting Teamleader Focus and Grist with this seamless workflow. When you add a new company in Teamleader Focus, this process automatically creates or updates the corresponding record in Grist, saving time and ensuring up-to-date information across both platforms. Stay organized and maintain accurate data as your business grows with this streamlined automation.
Efficiently manage your business records by connecting Teamleader Focus and Grist with this seamless workflow. When you add a new company in Teamleader Focus, this process automatically creates or updates the corresponding record in Grist, saving time and ensuring up-to-date information across both platforms. Stay organized and maintain accurate data as your business grows with this streamlined automation.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create or Update Record
Creates a new Record in a Table, or Updates an existing matching Record
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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
