Omnicasa + Teamleader Focus

Add new Teamleader Focus companies as Omnicasa contacts

Effortlessly keep your Teamleader Focus and Omnicasa contacts up to date with this seamless workflow. Whenever a new company is added in Teamleader Focus, it automatically creates a contact in Omnicasa, ensuring your contact information remains accurate and organized across both platforms. Save time and maintain consistency by implementing this efficient automation today.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Create Contact
Create a contact.
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
New Contact
Triggers when a contact is created.
Trigger
Instant
Try It

Update Appointment Status
Triggers when a appointment status/substatus is updated.
Trigger
Instant
Try It
Update Property Status
Triggers when a property status/substatus is updated.
Trigger
Instant
Try It
- NameRequired
- First NameRequired
- EmailRequired
- Phone NumberRequired
- Property IdRequired
- Address
- Address Title
- Letter Title
- City
- Zip
- Gsm
- Office Id
- Is Received Email
- Source Id
- Country Id
- Subject
- Content
- Profession
- Fax
- Categorie Ids
- Company Name
- Language Id
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
New Appointment
Triggers when a appointment is created.
Trigger
Instant
Try It
New Property
Triggers when a property is created.
Trigger
Instant
Try It
Update Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- NameRequired
- IdentRequired
- First NameRequired
- Company Name
- Letter
- Box Number
- Address
- City Id
- Postcode
- City
- Province
- Language Id
- Email
- Phone Number
- Phone Description
- Phone Comment
Action
Write

About Omnicasa

Omnicasa is a real estate software platform designed for real estate agents. Everything in one place: create/manage properties/projects, contacts, tasks, appointments, demand, and more.