roam-bot + Teamleader Focus
Create blocks in roam-bot for new Teamleader Focus companies
Effortlessly track new companies added in Teamleader Focus by creating a block in the Roam-bot Today page. With this workflow, every time you add a new company in Teamleader Focus, a block will be created in the Roam-bot app to help you stay organized and updated. Streamline your team's operations by enabling this seamless integration and staying informed about new additions to your client base.
Effortlessly track new companies added in Teamleader Focus by creating a block in the Roam-bot Today page. With this workflow, every time you add a new company in Teamleader Focus, a block will be created in the Roam-bot app to help you stay organized and updated. Streamline your team's operations by enabling this seamless integration and staying informed about new additions to your client base.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create a Block in Today Page
Create a new block in Today page
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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
