Pipefy + Teamleader Focus

Pipefy + Teamleader Focus integrations

Create cards in Pipefy for new Teamleader Focus companies

Effortlessly manage your new clients with this Teamleader Focus and Pipefy automation. Whenever a new company is added in Teamleader Focus, a corresponding card will be created in Pipefy, ensuring you stay organized and have all the essential details at your fingertips. With this workflow, you can focus on nurturing client relationships while staying on top of tasks and projects.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create CardCreates a new card.
ActionWrite

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More things you can do with Teamleader Focus and Pipefy

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

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 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
- Pipe
  Required
Trigger
Instant
Try It

- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- Pipe
  Required
Action
Write
- Table
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Table
  Required
- Record Title
  Required
Action
Search

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 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
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Pipe
  Required
Trigger
Instant
Try It
- Table
Trigger
Instant
Try It
- Pipe
- Card Id
  Required
- Phase_id
  Required
Action
Write
- Pipe
- Field
  Required
- Card Id
  Required
- Field Type
Action
Write
- Pipe
  Required
- Title
- Assignee_ids
- Label_ids
Action
Search
- Pipe
  Required
- Title
- Assignee_ids
- Label_ids
Action
Search or write

About Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

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Related categories

Project Management

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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Related Zap Templates

Create cards in Pipefy for new contacts in Teamleader Focus automatically

Related Zap Templates

Create cards in Pipefy for new contacts in Teamleader Focus automatically