roam-bot + Teamleader Focus

roam-bot + Teamleader Focus integrations

Create blocks in roam-bot today page for new contacts in Teamleader Focus

Easily stay organized with this automation that adds new contacts from Teamleader Focus app as blocks in your Today Page within the roam-bot app. With this workflow, every time a new contact is created in Teamleader Focus, a block will be added to your Today Page in roam-bot, ensuring your contact info stays updated and easily accessible. Streamline your contact management and never miss an important connection again.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create a Block in Today PageCreate a new block in Today page
ActionWrite

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More things you can do with Teamleader Focus and roam-bot

Discover other triggers and actions you can use with Teamleader Focus and roam-bot

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
- Graph Name
  Required
- Encrypted Graph Password
Trigger
Polling
Try It

- Graph Name
  Required
- Encrypted Graph Password
- Parent Block Uid
  Required
- Block content
  Required
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph Name
  Required
- Encrypted Graph Password
- Page Uid
  Required
- Block content
  Required
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph Name
  Required
- Encrypted Graph Password
- Timezone
- Block content
  Required
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write

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
- Graph Name
  Required
- Encrypted Graph Password
- Filter block by text
Trigger
Polling
Try It
- Graph Name
  Required
- Encrypted Graph Password
Trigger
Polling
Try It
- Graph Name
  Required
- Encrypted Graph Password
- Page Title
  Required
- Block content
  Required
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph Name
  Required
- Encrypted Graph Password
- Block content
  Required
- Block Text Style
- Block Text Alignment
- Position
- Insert as a single text block?
Action
Write
- Graph Name
  Required
- Encrypted Graph Password
- Page title
  Required
Action
Search

About roam-bot

Roam-Bot connects everything to and from RoamResearch through online plateforms

HelpHelp

Related categories

Productivity

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 blocks in roam-bot for new Teamleader Focus companies

Related Zap Templates

Create blocks in roam-bot for new Teamleader Focus companies