Targetprocess + Teamleader Focus
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.
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 Contact
Triggers when a new contact is added.
- automatically do this!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.
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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
