Knowify + Teamleader Focus

Knowify + Teamleader Focus integrations

Add new Teamleader Focus companies and create Knowify clients simultaneously

Effortlessly streamline your client management process with this efficient workflow. When a new company is added in Teamleader Focus, it will instantly create a client in Knowify, saving you valuable time and eliminating manual data entry. Keep your client information up-to-date and organized across both platforms with this seamless integration.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create ClientCreates a new client.
ActionWrite

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More things you can do with Teamleader Focus and Knowify

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

New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Instant
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Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
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- 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
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
New Allocation
Triggers when a new allocation has been added.
Trigger
Polling
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New Bill Payment
Triggers when a new bill payment is added.
Trigger
Polling
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Change Order Made Active
Triggers when a change order has been made active.
Trigger
Polling
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Contract Job Made Active
Triggers when a contract job has been made active.
Trigger
Polling
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Contract Out for Signature
Triggers when a contract job has been sent out for signature.
Trigger
Polling
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New Invoice Payment
Triggers when a new invoice payment is added.
Trigger
Polling
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Item Marked Received
Triggers when an item is marked received, returning the request with the specified item marked as received
Trigger
Polling
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Phase Scheduled
Triggers when a phase has been scheduled
Trigger
Polling
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New Product
Triggers when a new trigger has been added.
Trigger
Polling
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Job Closed
Triggers when a contract job has been closed
Trigger
Polling
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Job Reopened
Triggers when a contract job has been reopened
Trigger
Polling
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Updated Purchase
Triggers when a purchase has been updated.
Trigger
Polling
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New Task
Triggers when a new task has been added.
Trigger
Polling
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New Service Job
Triggers when a new service job has been added.
Trigger
Polling
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Time Entry Approved
Triggers when a time entry has been approved
Trigger
Polling
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- Job Name
  Required
- Client Name
  Required
- Address
  Required
- City
  Required
- State/Province
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Contract Value
- Line Item Name
- Phase Name
- Invoiced to Date
- Labor Cost to Date
- Material Cost to Date
- Sub Cost to Date
- Payments to Date
- Labor Budget
- Material Budget
- Sub Budget
- Sales Lead
- Project Manager
- Job notes
- Sync to QB
Action
Write
- Client Name
  Required
- Client Contact Name
- Email Address
- Phone Number
- Client Parent Id
- Street Address
- Street Address (Continued)
- City Name
- State/Province
- Zip Code
- Country Name
- Shipping Same as Billing
- Shipping Street Address
- Shipping Street Address (Cont'd)
- Shipping City Name
- Shipping Contact Name
- Shipping Country Name
- Shipping State/Province Name
- Shipping Zip Code
- Website
- Sync to QB
Action
Write
- Job Name
  Required
- Job Costing Style
- Contract Type
  Required
- Client Name
  Required
- Sales Lead
- Project Manager
- Job notes
- Address1
- Address2
- City
- State/Province
- Zip
- Country (2 characters)
- Sync to QB
Action
Write
- Service Asset Name
  Required
- Client Name
  Required
- Service Asset Notes
- Manufacturer
- Model
- Serial Number
- Location on Site
- Address
  Required
- Address 2
- City
  Required
- State/Province (2-letter abbreviation)
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Installation Date (MM-DD-YYYY)
- Last Serviced Date (MM-DD-YYYY)
Action
Write
- Job Name
  Required
- Client Name
  Required
- Service Notes
- Address
  Required
- Address 2
- City
  Required
- State/Province (2-letter abbreviation)
  Required
- Zipcode
  Required
- Country (2-letter abbreviation)
  Required
- Is Time & Materials?
  Required
- Resource
- Date (MM-DD-YYYY)
- Time Zone
- Start Time
- End Time
Action
Write
- Id
  Required
- Name
  Required
- Business State
  Required
- Start Date
- Finish Date
- Work Order
Action
Write
- Task
  Required
- Description
  Required
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
Action
Write
- Client Id
  Required
Action
Search
- Name
  Required
Action
Search
- Project Id
  Required
Action
Search
- Description
  Required
Action
Search
- User Id
  Required
Action
Search

New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- 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
- Id
  Required
Action
Search
New AIA Invoice
Triggers when a new AIA invoice has been added.
Trigger
Polling
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New Bill
Triggers when a new bill has been added.
Trigger
Polling
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Bill Sent for Approval
Triggers when a bill is sent for approval.
Trigger
Polling
Try It
New Client
Triggers when a new client has been added.
Trigger
Polling
Try It
Contract Job Marked as Rejected
Triggers when a contract job has been marked as rejected.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice has been added.
Trigger
Polling
Try It
Updated Invoice
Triggers when an invoice has been updated.
Trigger
Polling
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New Payment
Triggers when a new payment is added.
Trigger
Polling
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Phase Status Changed
Triggers when a phase status is changed
Trigger
Polling
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New Contract Job
Triggers when a new contract job has been added.
Trigger
Polling
Try It
Job Custom Workflow Stage Updated
Triggers when a contract job's custom workflow stage has been updated.
Trigger
Polling
Try It
New Purchase
Triggers when a new purchase has been added.
Trigger
Polling
Try It
Submittal Approved
Triggers when a submittal has been approved.
Trigger
Polling
Try It
Task Marked Complete
Triggers when a task has been marked complete
Trigger
Polling
Try It
Service Job Marked Complete
Triggers when a service job has been marked complete.
Trigger
Polling
Try It
New Vendor
Triggers when a new vendor has been added.
Trigger
Polling
Try It
- Vendor ID
  Required
- Due Date
  Required
- Invoice Date
- Invoice Number
- Payment Terms
- Sync to QB
- Comments
- Description
  Required
- Unit Price
  Required
- Quantity
  Required
- Project ID
  Required
- Milestone ID
  Required
- Catalog Item ID
- Vendor ID
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- FileName
  Required
- Url
  Required
- Project Id
  Required
Action
Write
- Description
  Required
- Comment
- Task Complete?
- Deadline
- Date Completed
- Resource(s)
- Job
- Phase
Action
Write
- Vendor Name
  Required
- Street Address
- Street Address (Continued)
- City Name
- Client Contact Name
- Country Name
- Email Address
- Phone Number
- State/Province
- Is this vendor a subcontractor?
- Other Details
- Zip Code
Action
Write
- Product
  Required
- Item Name
  Required
- Description
- Our Cost
  Required
- Sale Price
  Required
- Item Number
Action
Write
- Client Name
  Required
Action
Search
- Phase Name
  Required
- Project Name
Action
Search
- Job Name
  Required
Action
Search
- Description
  Required
Action
Search
- Name
  Required
Action
Search
- Vendor Id
  Required
Action
Search

About Knowify

Knowify is a job costing and project management platform for contractors.

Learn moreLearn moreHelpHelp

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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