Teamleader Focus + Thankster

Create and send Thankster cards for new Teamleader Focus companies

Easily welcome new companies in your Teamleader Focus app by sending personalized cards via Thankster. With this workflow, as soon as a new company is added to Teamleader Focus, a custom card will be created and sent through Thankster, allowing you to effortlessly establish a strong connection from the start. Strengthen your relationships and leave a lasting impression with this time-saving automation.

Easily welcome new companies in your Teamleader Focus app by sending personalized cards via Thankster. With this workflow, as soon as a new company is added to Teamleader Focus, a custom card will be created and sent through Thankster, allowing you to effortlessly establish a strong connection from the start. Strengthen your relationships and leave a lasting impression with this time-saving automation.

  1. When this happens...
    Teamleader FocusTeamleader Focus
    New Company

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    ThanksterThankster
    Send Cards

    Automatically send handwritten cards.

    ActionWrite
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Supported triggers and actions

    • 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
teamleader logo
teamleader logo

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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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
thankster logo
thankster logo

About Thankster

Creates and mails cards and notes with authentic handwriting, requiring only address information and message text. Great for CRM, marketing automation, lead gen, and more.

Related categories

  • Customer Appreciation