Oneflow + Teamleader Focus

Oneflow + Teamleader Focus integrations

Create new Oneflow contracts whenever Teamleader Focus deals are accepted

Improve your sales process efficiency every time a deal is accepted in Teamleader Focus, by creating a contract swiftly inside Oneflow. Save time, reduce manual data entry, and ensure every successful deal moves forward seamlessly. This workflow strengthens the link between sales acceptance and contract creation, making deal closure an effortless task in your business routine.

When this happens...
Deal AcceptedTriggers when a deal is accepted.
TriggerInstant
automatically do this!
Create ContractCreate a new Oneflow contract
ActionWrite

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More things you can do with Teamleader Focus and Oneflow

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

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
- Oneflow user performing this action
  Required
- Contract ID
  Required
- Participant type
  Required
- Information box
- Participant name
  Required
Action
Write

- Oneflow user performing this action
  Required
- Contract ID Info
- Contract ID
  Required
- Product Table ID Info
- Product table ID
  Required
- Product name
  Required
- Product description
- Base price 1
- Price 1 discount
- Base price 2
- Price 2 discount
- Quantity type
- Quantity value
  Required
- Information box
- Lock for counterparties
Action
Write
- Oneflow user performing this action
  Required
- Contract ID
  Required
- Subject
  Required
- Message
  Required
Action
Write
- Oneflow user performing this action
  Required
- Contract ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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
- Trigger when contract status changed to
  Required
Trigger
Instant
Try It
- Oneflow user performing this action
  Required
- File name
- File
  Required
- Information box
- Contract ID
  Required
- Upload as
  Required
Action
Write
- Contract ID
  Required
- Information box
- Additional fields to retrieve
Action
Write
- Oneflow user performing this action
  Required
- Contract name
- Add an external link?
  Required
Action
Write
- Contract ID
  Required
Action
Write

About Oneflow

Oneflow is a digital platform that automates entire contract process from creating, signing and sending.

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Related categories

Signatures

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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