FIN Compliance + Teamleader Focus

Create calendar tasks in FIN Compliance for new Teamleader Focus contacts

Effortlessly stay on top of your compliance tasks with this seamless workflow between Teamleader Focus and FIN Compliance. Whenever a new contact is added to Teamleader Focus, a calendar task will be created in FIN Compliance to help you track and manage your compliance-related activities. Save time, minimize manual work, and enhance your team's efficiency by automating this crucial process.

When this happens...
New Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Create Calendar Task
Creates a new (blue) task in your FIN Compliance calendar
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- Task NameRequired
- Start DateRequired
- DescriptionRequired
- CompletedRequired
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 Compliance Calendar Task
Triggers when a new task is added in your FIN Compliance calendar.
Trigger
Polling
Try It
- Task TitleRequired
- DescriptionRequired
- Start DateRequired
- CompletedRequired
Action
Write

About FIN Compliance

FIN Compliance is a consortium of compliance, consulting, and business management solutions to help investment firms to structure, maintain, and develop their regulatory review programs.