Billit + Teamleader Focus

Create new Billit customers from Teamleader Focus contacts

Effortlessly streamline your customer management process with this Teamleader Focus and Billit automation. Whenever a new contact is added in Teamleader Focus, this workflow will create a customer in Billit, ensuring accurate and up-to-date information across both platforms. Save time and stay organized by letting this integration handle your customer records.

Effortlessly streamline your customer management process with this Teamleader Focus and Billit automation. Whenever a new contact is added in Teamleader Focus, this workflow will create a customer in Billit, ensuring accurate and up-to-date information across both platforms. Save time and stay organized by letting this integration handle your customer records.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    BillitBillit
    Create Customer

    This action will create a customer in Billit

    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
billit logo
billit logo

About Billit

Billit is an accounting app for entrepreneurs, with the support of the accountants.

Related categories

  • Accounting
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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