Teamleader Focus + Wrike

Teamleader Focus + Wrike integrations

Create tasks in Wrike for new companies in Teamleader Focus

Effortlessly stay on top of your new clients with this workflow between Teamleader Focus and Wrike. Each time a new company is added in Teamleader Focus, a corresponding task will be created in Wrike, ensuring that all necessary follow-ups and actions are scheduled and up to date. Streamline your project management and boost productivity with this seamless automation.

When this happens...
New CompanyTriggers when a new Company is added.
TriggerInstant
automatically do this!
Create TaskCreate a new task.
ActionWrite

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More things you can do with Teamleader Focus and Wrike

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

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
- Folder
  Required
- Track Subfolders
  Required
Trigger
Polling
Try It

- Parent Folder
  Required
- Title
  Required
- Description
- Description Format
Action
Write
Create Task
Create a new task.
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
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
- Folder
  Required
Trigger
Polling
Try It
- Folder
  Required
- Task by Selection
- Task by Name
- Comment Text
  Required
Action
Write
- Parent Folder
  Required
- Title
  Required
- Description
- Start Date
- End Date
- Contract Type
- Share With
- Project Owners
- Status
- Budget
- With Invitations?
- Metadata
Action
Write
- Folder
  Required
- Task by Selection
- Task by Name
- Hours
  Required
- Date
- Comment
Action
Write

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)

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About Wrike

Wrike is a flexible project management and collaboration platform that enables you to organize your projects, tasks, plans and discussions. It helps you sync your team’s efforts and track your work progress in real time.

HelpHelp

Related categories

Project Management

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Related Zap Templates

Create comments in Wrike for new companies in Teamleader Focus

Create tasks in Wrike for new contacts in Teamleader Focus