Teamleader Focus + Wello Solutions + Formatter by Zapier

Generate Wello Solutions companies from new Teamleader Focus companies

Easily create new companies in Wello Solutions with this integration, which automatically adds them for creation as soon as a new company in Teamleader Focus is created. Set this zap up and save time on manual data entry!

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this...
Text
Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).
ActionWrite
then do this!
Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
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
- TransformRequired
Action
Write

- TransformRequired
Action
Write
New Company
Triggers when you want to get the last modified 20 companies.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Trigger
Scheduled
Try It
- Category
- Article codeRequired
- nameRequired
- Short Description
- Article Price label
- Physical stock
- Archived?
Action
Write
- NameRequired
- Company NameRequired
- Street
- City
- Country
Action
Write
- Task Activity
- Task IdRequired
- UserRequired
- ContactRequired
- SubjectRequired
- Description
Action
Write
- CompanyRequired
Action
Search
- Contact IdRequired
Action
Search
- emailRequired
- First Name
- Last NameRequired
- CompanyRequired
- phone
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
- TransformRequired
Action
Write
- TransformRequired
Action
Write
New Contact
Triggers when the customer request all contact list.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created
Trigger
Scheduled
Try It
New Article
Triggers when a new article is created.
Trigger
Scheduled
Try It
- First Name
- Last NameRequired
- CompanyRequired
- phone
- emailRequired
Action
Write
- CompanyRequired
- Task Type
- Task PriorityRequired
- Task subjectRequired
- Task DescriptionRequired
Action
Write
- NameRequired
- OrganizationRequired
- Service areaRequired
- Company Code
- Is Client
- Is Supplier?
- Street
- City
- Country
- Zip
- Document Language
Action
Write
- email
Action
Search
- Email
Action
Search

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

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

Related categories

Product Management

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

PRODUCTS

CAPABILITIES

By team

Teamleader Focus + Wello Solutions + Formatter by Zapier

Generate Wello Solutions companies from new Teamleader Focus companies

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

Numbers

TransformRequired

Utilities

TransformRequired

New Company

New Invoice

Create or Update Article

Category

Article codeRequired

nameRequired

Short Description

Article Price label

Physical stock

Archived?

Create or Update Job Locations

NameRequired

Company NameRequired

Street

City

Country

Create Task Activity

Task Activity

Task IdRequired

UserRequired

ContactRequired

SubjectRequired

Description

Find Company

CompanyRequired

Find Task

Contact IdRequired

Find or Create contact

emailRequired

First Name