OneDrive + Teamleader Focus
Create new files in OneDrive for new companies added in Teamleader Focus
Effortlessly manage your files whenever a new company is added in Teamleader Focus. With this workflow, as soon as you create a new company in Teamleader Focus, a corresponding file is uploaded to OneDrive. Maintain organized and updated records, saving you time and ensuring all your important files are stored in one convenient location.
Effortlessly manage your files whenever a new company is added in Teamleader Focus. With this workflow, as soon as you create a new company in Teamleader Focus, a corresponding file is uploaded to OneDrive. Maintain organized and updated records, saving you time and ensuring all your important files are stored in one convenient location.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Upload File
Upload an existing file or attachment not bigger than 60 MB.
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New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst 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
New Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany 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
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
