Moskit + Teamleader Focus

Create activities in Moskit for new companies in Teamleader Focus

Effortlessly track new clients with this seamless workflow between Teamleader Focus and Moskit. When a new company is added in Teamleader Focus, an activity is created in Moskit, allowing you to manage your interactions efficiently. This automation simplifies organization and keeps you updated with your growing client base, streamlining your sales process and fostering effective communication.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create Activity
Create new Activity.
ActionWrite

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Supported triggers and actions

What does this mean?

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 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
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
New Activity Created
Triggers when a new activity is created.
Trigger
Instant
Try It

Activity Responsible Changed
Triggers when activity responsible is changed.
Trigger
Instant
Try It
New Company Created
Triggers when a new company is created.
Trigger
Instant
Try It
Company Updated
Triggers when a new company is updated.
Trigger
Instant
Try It
Contact Responsible Changed
Triggers when contact responsible is changed.
Trigger
Instant
Try It
New Deal Created
Triggers when a new deal is created.
Trigger
Instant
Try It
Deal Reopened
Triggers when a deal status is open.
Trigger
Instant
Try It
Deal Stage Changed
Triggers when a deal stage is changed.
Trigger
Instant
Try It
Deal Won
Triggers when a deal is won.
Trigger
Instant
Try It
New Project Created
Triggers when a new project is created.
Trigger
Instant
Try It
Project Step Changed
Triggers when the step project is changed.
Trigger
Instant
Try It
Project Updated
Triggers when a project is updated.
Trigger
Instant
Try It
Complete Activity
Done activity.
Action
Write
Update Activity
Update a activity.
Action
Write
Add Company Note
Add note in Company.
Action
Write
Update Company
Update a company.
Action
Write
Add Contact Note
Add note in Contact.
Action
Write
Update Contact
Action to update a contact.
Action
Write
Lose Deal
Lost Deal.
Action
Write
Change Deal Responsible
Change responsible of deal.
Action
Write
Update Deal
Update a deal.
Action
Write
Create Product
Create a new Product.
Action
Write
Update Product
Update a product.
Action
Write
Create Project
Create a new Project.
Action
Write
Change Project Responsible
Change responsible of Project.
Action
Write
Unarchive Project
Unarchive a Project.
Action
Write
- Name
- ID
Action
Search
- Email
- Name
- ID
Action
Search
- ID
- Name
- Sku
Action
Search
- Name
- Email
- ID
Action
Search
- Email
- Name
- ID
Action
Search or write
- Name
- ID
Action
Search or write
- Name
- ID
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 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
- IdRequired
Action
Search
Activity Completion Attemp
Triggers when activity is try.
Trigger
Instant
Try It
Activity Completed
Triggers when a new activity is done.
Trigger
Instant
Try It
Activity Updated
Triggers when a new activity is updated.
Trigger
Instant
Try It
Company Responsible Changed
Triggers when company responsible is changed.
Trigger
Instant
Try It
New Contact Created
Triggers when a new contact is created.
Trigger
Instant
Try It
Contact Updated
Triggers when a new contact is updated.
Trigger
Instant
Try It
Deal Lost
Triggers when a deal is lost.
Trigger
Instant
Try It
Deal Responsible Changed
Triggers when a deal responsible is changed.
Trigger
Instant
Try It
Deal Updated
Triggers when a deal is updated.
Trigger
Instant
Try It
Project Archived
Triggers when a project is archived.
Trigger
Instant
Try It
Project Responsible Changed
Triggers when the responsible project is changed.
Trigger
Instant
Try It
Project Unarchived
Triggers when a project is unarchived.
Trigger
Instant
Try It
Create Activity
Create new Activity.
Action
Write
Change Activity Responsible
Change responsible of activity.
Action
Write
Create Company
Creates a new company.
Action
Write
Change Company Responsible
Change responsible of Company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Change Contact Responsible
Change the responsible of Contact.
Action
Write
Create Deal
Create a new Deal.
Action
Write
Add Deal Note
Create note in deal.
Action
Write
Change Deal Stage
Change stage of the Deal.
Action
Write
Won Deal
Won Deal.
Action
Write
Add Product to Deal
Links a new product to a deal.
Action
Write
Archive Project
Archive a Project.
Action
Write
Add Project Note
Add note in Project.
Action
Write
Change Project Step
Change step of project.
Action
Write
Update Project
Update a project.
Action
Write
- Email
- Name
- ID
Action
Search
- Name
- ID
Action
Search
- Name
- ID
Action
Search
- Name
- ID
Action
Search or write
- Email
- Name
- ID
Action
Search or write
- ID
- Name
- Sku
Action
Search or write

About Moskit

Moskit CRM works hard for our customers to achieve new goals and have impactful results with contact management, deals and opportunities. O Moskit CRM trabalha duro para que os clientes conquistem novos objetivos e tenham um resultado de impacto com a gestão de contatos, empresas e oportunidades.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Teamleader Focus

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

Moskit + Teamleader Focus

Create activities in Moskit for new companies in Teamleader Focus

New Deal

New Contact

Deal Accepted

Create Contact

First name

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

Link Contact to Company

ContactRequired

CompanyRequired

Position

Decision maker

Find Contact

IdRequired

New Activity Created

Activity Responsible Changed

New Company Created

Company Updated

Contact Responsible Changed

New Deal Created

Deal Reopened

Deal Stage Changed

Deal Won

New Project Created

Project Step Changed

Project Updated

Complete Activity

Update Activity

Add Company Note

Update Company

Add Contact Note

Update Contact

Lose Deal

Change Deal Responsible

Update Deal

Create Product

Update Product

Create Project

Change Project Responsible

Unarchive Project

Search Activity

Name

ID

Search Contact

Email

Name

ID

Search Product