Redbooth + Teamleader Focus

Create tasks in Redbooth for new contacts in Teamleader Focus

Stay on top of your contacts and projects with this efficient automation. Whenever a new contact is added in Teamleader Focus, a corresponding task will be created in Redbooth. This way, you can ensure that all team members are informed about the new contact and any related projects, eliminating manual work and enhancing team productivity.

When this happens...
New Contact
Triggers when a new contact is added.
TriggerInstant
automatically do this!
Create Task
Triggers when a new task is created.
ActionWrite

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Supported triggers and actions

New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- 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
- Organization
Trigger
Polling
Try It

- Project
- Organization
Trigger
Polling
Try It
- OrganizationRequired
- NameRequired
- Tracks Time?
- Is Public?
- Publish Pages
Action
Write
- ProjectRequired
- Task ListRequired
- NameRequired
- Description
- Assignees
- Status
- Is Private
- Due On
- Urgent
Action
Write
- TextRequired
- Type
- Project
Action
Search
- Task ID
- ProjectRequired
- Task ListRequired
- NameRequired
- Description
- Assignees
- Status
- Is Private
- Due On
- Urgent
Action
Search or write

New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
- 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
New Notification
Triggers when a new notification exists for the authenticated user.
Trigger
Polling
Try It
- ProjectRequired
- ListRequired
- OrganizationRequired
Trigger
Polling
Try It
- ProjectRequired
- ListRequired
- TaskRequired
- Target TypeRequired
- BodyRequired
Action
Write
- TaskRequired
- ProjectRequired
- Task ListRequired
- NameRequired
Action
Write
- ProjectRequired
- NameRequired
Action
Write
- Task ID
Action
Search

About Redbooth

Redbooth is project management software for highly productive teams, including marketing departments, creative agencies, and more. Built for collaboration on complex projects, and optimized for doing great work.