Teamleader Focus + Wrike

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 Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create Task
Create a new task.
ActionWrite

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Supported triggers and actions

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 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
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write

- IdRequired
Action
Search
- FolderRequired
- Track SubfoldersRequired
Trigger
Polling
Try It

- Parent FolderRequired
- TitleRequired
- Description
- Description Format
Action
Write
Create Task
Create a new task.
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 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
- IdRequired
Action
Search
- FolderRequired
Trigger
Polling
Try It
- FolderRequired
- Task by Selection
- Task by Name
- Comment TextRequired
Action
Write
- Parent FolderRequired
- TitleRequired
- Description
- Start Date
- End Date
- Contract Type
- Share With
- Project Owners
- Status
- Budget
- With Invitations?
- Metadata
Action
Write
- FolderRequired
- Task by Selection
- Task by Name
- HoursRequired
- 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 more

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.