Documint + Teamleader Focus
Create new Documint documents for every new Teamleader Focus company
Easily manage your new companies in Teamleader Focus by creating corresponding documents in Documint with this seamless workflow. Whenever you add a new company to your Teamleader Focus account, a document will be instantly created in Documint, ensuring your essential paperwork stays up-to-date and organized. Save time and stay efficient with this automated document management process.
Easily manage your new companies in Teamleader Focus by creating corresponding documents in Documint with this seamless workflow. Whenever you add a new company to your Teamleader Focus account, a document will be instantly created in Documint, ensuring your essential paperwork stays up-to-date and organized. Save time and stay efficient with this automated document management process.
- When this happens...New Company
Triggers when a new Company is added.
- automatically do this!Create Document
Creates a document by merging your data into your Documint template.
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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
