Microsoft Teams + Teamleader Focus
Send chat message in Microsoft Teams when invoices get paid in Teamleader Focus
Keep your team informed in real time when an invoice is paid in Teamleader Focus. With this workflow, as soon as an invoice is settled, a chat message is instantly sent in Microsoft Teams. No more manual checks or missed updates, your team remains synchronized and updated, boosting operational efficiency.
Keep your team informed in real time when an invoice is paid in Teamleader Focus. With this workflow, as soon as an invoice is settled, a chat message is instantly sent in Microsoft Teams. No more manual checks or missed updates, your team remains synchronized and updated, boosting operational efficiency.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Send Chat Message
Sends a message to an existing chat.
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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
