roam-bot + Teamleader Focus
Create blocks in roam-bot today page for new contacts in Teamleader Focus
Easily stay organized with this automation that adds new contacts from Teamleader Focus app as blocks in your Today Page within the roam-bot app. With this workflow, every time a new contact is created in Teamleader Focus, a block will be added to your Today Page in roam-bot, ensuring your contact info stays updated and easily accessible. Streamline your contact management and never miss an important connection again.
Easily stay organized with this automation that adds new contacts from Teamleader Focus app as blocks in your Today Page within the roam-bot app. With this workflow, every time a new contact is created in Teamleader Focus, a block will be added to your Today Page in roam-bot, ensuring your contact info stays updated and easily accessible. Streamline your contact management and never miss an important connection again.
- When this happens...New Contact
Triggers when a new contact is added.
- automatically do this!Create a Block in Today Page
Create a new block in Today page
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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
