OneNote + Teamleader Focus
Create notes in OneNote for new Teamleader Focus contacts
Easily keep track of new contacts in Teamleader Focus by automatically creating a note in OneNote. With this workflow, whenever a new contact is added in Teamleader Focus, a corresponding note will be created in your OneNote, ensuring seamless organization and easy access to essential contact information. Stay on top of your connections and maintain efficient communication with this simple, time-saving automation.
Easily keep track of new contacts in Teamleader Focus by automatically creating a note in OneNote. With this workflow, whenever a new contact is added in Teamleader Focus, a corresponding note will be created in your OneNote, ensuring seamless organization and easy access to essential contact information. Stay on top of your connections and maintain efficient communication with this simple, time-saving automation.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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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
