Magentrix + Teamleader Focus

Magentrix + Teamleader Focus integrations

Create Magentrix entity records for new Teamleader Focus contacts

Effortlessly keep your Teamleader Focus contacts in sync with Magentrix by using this workflow. Whenever you add a new contact in Teamleader Focus, it will instantly create an Entity Record in Magentrix, ensuring your contact information is always up-to-date across both platforms. Save time and maintain organized records with this seamless automation.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create Entity RecordCreates a new record of your chosen Entity Type.
ActionWrite

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More things you can do with Teamleader Focus and Magentrix

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

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
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write

- Id
  Required
Action
Search
- Document Type
  Required
Trigger
Polling
Try It

Upload a New File
Uploads a new file (document, attachment, or Salesforce file).
Action
Write
- Select Entity Type
  Required
- Record
  Required
Action
Write
- Select Entity Type
  Required
- Record
  Required
Action
Write
- Select Entity Type
  Required
- Field Name
  Required
- Field Value
  Required
Action
Search or write

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
- Id
  Required
Action
Search
- Entity Name
  Required
Trigger
Polling
Try It
- Entity Name
  Required
Trigger
Polling
Try It
- Select Entity Type
  Required
Action
Write
Update an Existing File
Updates an existing file (document, attachment, or Salesforce file).
Action
Write
- Select Entity Type
  Required
- Field Name
  Required
- Field Value
  Required
Action
Search

About Magentrix

Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.

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CRM (Customer Relationship Management)

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About Teamleader Focus

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

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