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.
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.
- automatically do this!Create Task
Create a new task.
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New Deal
Triggers when a new deal is created.
Try ItNew Contact
Triggers when a new contact is added.
Try ItDeal Accepted
Triggers when a deal is accepted.
Try ItFirst 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
New Company
Triggers when a new Company is added.
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItCompany 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
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
