Infinity + Teamleader Focus

Add new Teamleader Focus companies to Infinity as items

Easily keep track of new companies in your Teamleader Focus app by adding them as items in your Infinity app with this seamless workflow. Once set up, each time a new company is added in Teamleader Focus, the system will create a new item in Infinity, ensuring your records are up-to-date and organized. Simplify your data management and save time with this efficient automation.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create a New ItemCreates a new item in a specific workspace, board and folder.
ActionWrite

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More things you can do with Teamleader Focus and Infinity

Discover other triggers and actions you can use with Teamleader Focus and Infinity

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 name
  Required
- 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
- Copy_invoicee
- Customer Type
  Required
- For Attention Of
- Department
  Required
- Payment Term
  Required
- Copy_currency
- Currency Code
- Currency Exchange Rate
- Section Title
  Required
- Copy_line_items
- Quantity
  Required
- Description
  Required
- Extended Description
- Unit Price Amount (Excluding Tax)
  Required
- Tax Rate
  Required
- Unit Of Measure
- Product
- Product Category
- Withholding Tax Rate
- Line Discount Value (Percentage)
- Project
- Purchase Order Number
- Invoice Date
- Delivery Date
- Note
- Document Template
- Invoice Discount Value (Percentage)
- Invoice Discount Description
- Expected Payment Method
- Expected Payment Reference
Action
Write

- Id
  Required
Action
Search
- Workspace
  Required
Trigger
Polling
Try It

- Workspace
  Required
- Board
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Board
  Required
- Folder
Trigger
Instant
Try It
- Workspace
  Required
- File
  Required
Action
Write
- Workspace to create an item in
  Required
- Board to create an item in
  Required
- Folder to create an item in
  Required
Action
Write
- Workspace to update an item in
  Required
- Board to update an item in
  Required
- Folder to update an item in
  Required
- Item to update
  Required
Action
Write
- Workspace
  Required
- Board
  Required
- Name
Action
Search
- Workspace
  Required
- Name
  Required
Action
Search

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 name
  Required
- 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
- Title
  Required
- Summary
- Customer Type
  Required
- Customer Id
  Required
- Contact Person
- Source
- Department
- Responsible User
- Phase
- Estimated Value Amount
- Estimated Value Currency
- Estimated Probability
- Estimated_closing_date
- Custom_fields
Action
Write
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write
- Id
  Required
Action
Search
- Workspace
  Required
- Board
  Required
- Folder
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Board
  Required
- Folder
- Attributes
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Polling
Try It
- Workspace
  Required
- Board
  Required
- Folder
- Item to create the comment on
  Required
- Comment text
  Required
Action
Write
- Workspace to create an item in
  Required
- Board to create an item in
  Required
- Parent Folder
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Name
Action
Search
- Workspace
  Required
- Board
  Required
- Folder
  Required
Action
Search

About Infinity

Infinity is a flexible project management platform that lets you organize anything, your way.

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Related categories

Project Management

About Teamleader Focus

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

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Add new Teamleader Focus contacts to Infinity as items

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Add new Teamleader Focus contacts to Infinity as items