Offorte Proposals + Teamleader Focus

Update Teamleader Focus contacts when Offorte Proposals company contacts are updated

Keep your Teamleader Focus app updated with the latest company contact changes from Offorte Proposals using this streamlined workflow. It immediately updates your Teamleader Focus each time there is a modification to a company contact in Offorte Proposals, significantly reducing error-prone manual data entry. Enjoy correctly based team communications grounded on the freshest information available, ensuring efficient and accurate business interactions.

When this happens...
Contact Updated
Triggers when a contact is updated.
TriggerInstant
automatically do this!
Create Contact
Creates a new contact.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a contact is created.
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Instant
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Contact Person Updated
Triggers when a contact person is updated.
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Instant
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Product Created
Triggers when a product is created.
Trigger
Instant
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Product Directory Created
Triggers when a product directory is created.
Trigger
Instant
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Product Directory Updated
Triggers when a product directory is updated.
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Instant
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Proposal Closed
Triggers when a proposal is closed.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Updated
Triggers when a proposal is updated.
Trigger
Instant
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- NameRequired
- TypeRequired
- Email
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Product NameRequired
- Short Description
- SKU
- Price
- VAT ID
- Recurring
- Selectable
Action
Write
- Contact Type PluralRequired
- Contact IdRequired
- Contact PeopleRequired
- Proposal Template IdRequired
- Design Template IdRequired
- Text Template IdRequired
- Account User IdRequired
- NameRequired
- Price Total
- Status
- Tags
- Custom Fields
- Content
Action
Write
- Product DirectoryRequired
Action
Write
- Contact IdRequired
- Name
- Street
- Zipcode
- City
- State
- Country
- Phone
- Fax
- Email
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
- Coc Number
- Vat Number
- Tags
- Custom Fields
Action
Write
- ProductRequired
- Product NameRequired
- PriceRequired
- VAT IDRequired
- Short Description
- Product Directory
- SKU
- Recurring
- Selectable
Action
Write
- Proposal IdRequired
- Contact Id
- Contact People
- Design Template Id
- Text Template Id
- Account User Id
- Name
- Price Total
- Status
- Tags
- Custom Fields
Action
Write
- Product DirectoryRequired
- Search TermRequired
Action
Search
New Deal
Triggers when a new deal is created.
Trigger
Instant
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New Contact
Triggers when a new contact is added.
Trigger
Instant
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Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
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- 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

Contact Person Created
Triggers when a contact person is created.
Trigger
Instant
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Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Product Deleted
Triggers when a product is deleted.
Trigger
Instant
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Product Directory Deleted
Triggers when a product directory is deleted.
Trigger
Instant
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Product Updated
Triggers when a product is updated.
Trigger
Instant
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Proposal Comment
Triggers when a customer comment on a proposal is received.
Trigger
Instant
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Proposal Send
Triggers when a proposal has been send.
Trigger
Instant
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Proposal Won
Triggers when a proposal is won.
Trigger
Instant
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- Contact Type PluralRequired
- Contact IdRequired
- EmailRequired
- FullnameRequired
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Directory NameRequired
Action
Write
- ProductRequired
Action
Write
- Proposal IdRequired
- Send Message IdRequired
Action
Write
- Contact IdRequired
- Contact Person IdRequired
- Email
- Fullname
- Firstname
- Lastname
- Salutation
- Street
- Zipcode
- City
- State
- Country
- Phone
- Mobile
- Internet
- Linkedin
- Facebook
- Twitter
- Instagram
Action
Write
- Product DirectoryRequired
- New Directory NameRequired
Action
Write
- SearchRequired
- Contact Type PluralRequired
Action
Search
- SearchRequired
Action
Search
New Company
Triggers when a new Company is added.
Trigger
Instant
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Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
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- 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

About Offorte Proposals

Offorte helps you win more deals by letting you share beautiful business proposals in a smart automated way.

Related categories

Proposal & Invoice Management

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)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Offorte Proposals + Teamleader Focus

Update Teamleader Focus contacts when Offorte Proposals company contacts are updated

Contact Created

Contact Person Updated

Product Created

Product Directory Created

Product Directory Updated

Proposal Closed

Proposal Created

Proposal Updated

Create Contact

Create Product

Create Proposal

Delete Product Directory

Update Contact

Update Product

Update Proposal

Find Product

New Deal

New Contact

Deal Accepted

Create Contact

Link Contact to Company

Find Contact

Contact Person Created

Contact Updated

Product Deleted

Product Directory Deleted

Product Updated

Proposal Comment

Proposal Send

Proposal Won

Create Organisation Contact Person

Create Product Directory

Delete Product

Send Proposal

Update Organisation Contact Person

Update Product Directory

Find Contact

Find Proposal

New Company

Invoice Paid

Create Company

Create Deal

Find Company

About Offorte Proposals

Related categories

About Teamleader Focus

Related categories

Similar apps

Zapier Interfaces