Paycove + Teamleader Focus

Create invoices and quotes in Paycove for new contacts in Teamleader Focus

Effortlessly manage your invoicing process with this streamlined automation. When a new contact is added in Teamleader Focus, this workflow will create an invoice or quote in Paycove, saving you time and reducing manual data entry. Stay organized and ensure a smooth billing experience for your clients.

Effortlessly manage your invoicing process with this streamlined automation. When a new contact is added in Teamleader Focus, this workflow will create an invoice or quote in Paycove, saving you time and reducing manual data entry. Stay organized and ensure a smooth billing experience for your clients.

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

    Triggers when a new contact is added.

    TriggerInstant
  2. automatically do this!
    PaycovePaycove
    Create Invoice / Quote

    Creates an invoice or quote and contact (and optional organization).

    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
paycove logo
paycove logo

About Paycove

Paycove is a quoting, invoicing, and payments platform.

Related categories

  • Proposal & Invoice Management
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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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