Teamleader Focus + YouCanBookMe
Create vouchers in YouCanBook.Me for new companies added to Teamleader Focus
Effortlessly manage your company onboarding process with this seamless integration between Teamleader Focus and YouCanBook.Me. When a new company is added in Teamleader Focus, this workflow will create a voucher in YouCanBook.Me, streamlining your voucher generation and saving time. Stay organized and efficient by automating this task in your business workflow.
Effortlessly manage your company onboarding process with this seamless integration between Teamleader Focus and YouCanBook.Me. When a new company is added in Teamleader Focus, this workflow will create a voucher in YouCanBook.Me, streamlining your voucher generation and saving time. Stay organized and efficient by automating this task in your business workflow.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create Voucher
Issue a voucher or coupon for one of your profiles. Trigger this action with the correct code whenever you sell a booking voucher to someone. If you have set up vouchers in that profile's settings, the user will then be able to make a booking using it.
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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
