Teamleader Focus + Wello Solutions

Teamleader Focus + Wello Solutions integrations

Add new companies in Teamleader Focus to Wello Solutions

If you are managing all your customers via Teamleader Focus, you really want to have that organized data instantly added to your field service software. This integration will help you to reach that level of automation. Each time you create a new company in Teamleader Focus, Zapier will also create it in Wello Solutions with the right data.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create or Update CompanyAllows you to Create or update an existing company (account) on your domain.
ActionWrite

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More things you can do with Teamleader Focus and Wello Solutions

Discover other triggers and actions you can use with Teamleader Focus and Wello Solutions

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
New Company
Triggers when you want to get the last modified 20 companies.
Trigger
Polling
Try It

New Invoice
Triggers when a new invoice is created (An empty article_name will be filled by article_description)
Trigger
Polling
Try It
- Category
- Article code
  Required
- name
  Required
- Short Description
- Article Price label
- Physical stock
- Archived?
Action
Write
- Name
  Required
- Company Name
  Required
- Street
- City
- Country
Action
Write
- Task Activity
- Task Id
  Required
- User
  Required
- Contact
  Required
- Subject
  Required
- Description
Action
Write
- Company
  Required
Action
Search
- Contact Id
  Required
Action
Search
- email
  Required
- First Name
- Last Name
  Required
- Company
  Required
- phone
Action
Search or 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
New Contact
Triggers when the customer request all contact list.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created
Trigger
Polling
Try It
New Article
Triggers when a new article is created.
Trigger
Polling
Try It
- First Name
- Last Name
  Required
- Company
  Required
- phone
- email
  Required
Action
Write
- Company
  Required
- Task Type
- Task Priority
  Required
- Task subject
  Required
- Task Description
  Required
Action
Write
- Name
  Required
- Organization
  Required
- Service area
  Required
- Company Code
- Is Client
- Is Supplier?
- Street
- City
- Country
- Zip
- Document Language
Action
Write
- email
Action
Search
- Email
Action
Search

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)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Wello Solutions

Wello Solutions is a work order management software that helps service companies around the world achieve field service excellence.

HelpHelp

Related categories

Product Management

Related Zap Templates

Generate Wello Solutions companies from new Teamleader Focus companies

Add new Teamleader Focus contacts to Wello Solutions