Targetprocess + Teamleader Focus

Targetprocess + Teamleader Focus integrations

Create Targetprocess user stories from new Teamleader Focus contacts

Effortlessly keep track of new contacts in Teamleader Focus by creating a user story in Targetprocess with this seamless workflow. Whenever a new contact is added in Teamleader Focus, a corresponding user story will be generated in Targetprocess to help you manage projects and tasks more efficiently. No more manual entry required, simply set up this automation and let it handle the process for you.

When this happens...
New ContactTriggers when a new contact is added.
TriggerInstant
automatically do this!
Create User StoryCreates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
ActionWrite

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More things you can do with Teamleader Focus and Targetprocess

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

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
New Build
Triggers when a new Build is added by user.
Trigger
Polling
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New Feature
Triggers when new Feature is added by user.
Trigger
Polling
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New Release
Triggers when a new Release is added.
Trigger
Polling
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New Task
Triggers when a new Task is added by user.
Trigger
Polling
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New Time
Triggers when a new Time record is added to some Entity by User.
Trigger
Polling
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Add Requester to Request
Create new User-Requester and attach her to existing Request.
Action
Write
Create Bug
Creates a new Bug (defect, error, flaw, mistake, failure or fault in a computer program). Can relate to User Story. Can be assigned to Release and Iteration.
Action
Write
Create Comment
Appends a new Comment to existing Entity.
Action
Write
Create Request
Creates a Request, which can represent idea, issue or question from users.
Action
Write
Create Time
Create a Time record by User for specific Entity.
Action
Write
Delete Entity
Deletes an Entity, which follows selected criteria.
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
New Bug
Triggers when a new Bug is added.
Trigger
Polling
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New Comment
Triggers when a new Comment is added to some Entity.
Trigger
Polling
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New Iteration
Triggers when a new Iteration is added.
Trigger
Polling
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New Request
Triggers when a new Request is added.
Trigger
Polling
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New Team Iteration
Triggers when a new Team Iteration is added.
Trigger
Polling
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New User Story
Triggers when a new User Story is added.
Trigger
Polling
Try It
Change State
Change state of existing Entity. .
Action
Write
Create Build
Creates a Build entity in a project. Bugs and source code Revisions can be assigned to Build.
Action
Write
Create Feature
Create a Feature, a high-level requirement which contains User Stories.
Action
Write
Create Task
Creates a Task, a small chunk of work, typically less than 16 hours. Task must relate to User Story.
Action
Write
Create User Story
Creates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
Action
Write

About Targetprocess

Targetprocess is a Visual Management Software.

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About Teamleader Focus

Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.

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