ShareFile + Teamleader Focus
Create folders in ShareFile for new contacts in Teamleader Focus
Effortlessly organize your client files with this Teamleader Focus and ShareFile workflow. When a new contact is added in Teamleader Focus, a corresponding folder is created in ShareFile, allowing you to store and manage all relevant documents in one place. Keep your contacts and documents organized, while saving time and ensuring seamless access to your client information.
Effortlessly organize your client files with this Teamleader Focus and ShareFile workflow. When a new contact is added in Teamleader Focus, a corresponding folder is created in ShareFile, allowing you to store and manage all relevant documents in one place. Keep your contacts and documents organized, while saving time and ensuring seamless access to your client information.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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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
