Skip to content
Loading

Teamleader Focus + Workboard

Create action items in Workboard for new companies in Teamleader Focus

Effortlessly manage your new clients with this seamless workflow between Teamleader Focus and Workboard. When a new company is added in Teamleader Focus, an action item will be created in Workboard to ensure you stay organized and on top of your tasks. Save time and maintain consistency across platforms by automating this process.

Effortlessly manage your new clients with this seamless workflow between Teamleader Focus and Workboard. When a new company is added in Teamleader Focus, an action item will be created in Workboard to ensure you stay organized and on top of your tasks. Save time and maintain consistency across platforms by automating this process.

  1. When this happens...
    Teamleader FocusTeamleader Focus
    New Company

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    WorkboardWorkboard
    Create Action Item

    Create an action item in Workboard

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Teamleader Focus triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    New Contact

    Triggers when a new contact is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    Deal Accepted

    Triggers when a deal is accepted.

    Trigger
    Instant
    Try It

    • First 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

    Action
    Write
  • Teamleader Focus triggers, actions, and search

    New Company

    Triggers when a new Company is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    Invoice Paid

    Triggers when an invoice is paid.

    Trigger
    Instant
    Try It

    • Company 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

    Action
    Write

    • 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

    Action
    Write
teamleader logo
teamleader logo

About Teamleader Focus

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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

About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

Related categories