Teamleader Focus + Trolley

Create recipient payment requests in Trolley when new companies are added to Teamleader Focus

Effortlessly manage your customer payments by connecting Teamleader Focus and Trolley in this seamless workflow. When a new company is added in Teamleader Focus, this automation requests recipient payment information from Trolley, ensuring a smooth process for collecting and managing payments. Stay organized and save time by letting this integration handle the payment details for you.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Request Recipient Payment InformationRequest payment information from a recipient.
ActionWrite

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More things you can do with Teamleader Focus and Trolley

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

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
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
- Copy_invoicee
- Customer Type
  Required
- For Attention Of
- Department
  Required
- Payment Term
  Required
- Copy_currency
- Currency Code
- Currency Exchange Rate
- Section Title
  Required
- Copy_line_items
- Quantity
  Required
- Description
  Required
- Extended Description
- Unit Price Amount (Excluding Tax)
  Required
- Tax Rate
  Required
- Unit Of Measure
- Product
- Product Category
- Withholding Tax Rate
- Line Discount Value (Percentage)
- Project
- Purchase Order Number
- Invoice Date
- Delivery Date
- Note
- Document Template
- Invoice Discount Value (Percentage)
- Invoice Discount Description
- Expected Payment Method
- Expected Payment Reference
Action
Write

- Id
  Required
Action
Search
- Payment Status
Trigger
Instant
Try It

- Batch ID
  Required
- Recipient_ID
  Required
- Amount
  Required
- Currency
  Required
- Payment Memo
Action
Write
- Email
  Required
- Name of Business
- First Name
- Last Name
- Street
- Street 2
- City
- Postal Code
- Phone
- Country
- State/Province
- Reference ID
- Passport Number
- Date of Birth
Action
Write
- Batch ID
  Required
Action
Write
- Recipient ID
  Required
- Amount to send
  Required
- Currency of payment
  Required
- Payment Memo
- Cover Fees?
- Batch Description
Action
Write
- Recipient ID
  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
- Contact
  Required
- Company
  Required
- Position
- Decision maker
Action
Write
- Id
  Required
Action
Search
Recipient Updated
Triggers when a recipient is updated.
Trigger
Instant
Try It
- Currency of payment (optional)
- Description (optional)
Action
Write
- Recipient_ID
- Email
- Reference_ID
- Amount
  Required
- Currency
  Required
- Cover_fees
- Payment Memo
- Batch Description
Action
Write
- Recipient
  Required
Action
Write
- Search_field
  Required
- Search_value
  Required
Action
Search
- Search_field
  Required
- Search_value
  Required
- Email
  Required
- Name of Business
- First Name
- Last Name
- Street
- Street 2
- City
- Postal Code
- Phone
- Country
- State/Province
- Reference ID
- Passport Number
- Date of Birth
Action
Search or write

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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CRM (Customer Relationship Management)

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About Trolley

Trolley helps businesses send payouts to (and manage associated tax details for) their vendors, suppliers, artists, and independent contractors worldwide.

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Related categories

Payment Processing