Sendoso + Teamleader Focus

Send egifts with Sendoso for new companies in Teamleader Focus

Effortlessly welcome new clients with a personalized touch using this automation. Whenever a new company is added in Teamleader Focus, the workflow will send an eGift using Sendoso, allowing for a memorable and engaging way to connect with your clients. Enhance your onboarding process and ensure a seamless experience while saving time and resources.

When this happens...
New Company
Triggers when a new Company is added.
TriggerInstant
automatically do this!
Send an eGift
Send an eGift from your Sendoso account.
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
Send Status Updated
Triggers when the status of a sent gift is updated.
Trigger
Polling
Try It

- Tracking NumberRequired
Action
Write
- Touch ID
Action
Write
- Touch IDRequired
- Recipient EmailRequired
- eGift AmountRequired
- Custom MessageRequired
Action
Write
- Touch IDRequired
- Style Product IDRequired
- Recipient NameRequired
- Email
- Recipient Street AddressRequired
- Recipient Street Address 1
- Recipient City/TownRequired
- Recipient State/ProvinceRequired
- Recipient Zip/Postal CodeRequired
- Recipient CountryRequired
- Custom Message
Action
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 Send
Triggers when a gift is sent through your Sendoso account.
Trigger
Polling
Try It
- Touch ID
- eGift AmountRequired
- Recipient Email
Action
Write
- Touch ID
Action
Write
- Touch IDRequired
- Recipient NameRequired
- Recipient EmailRequired
- Address Collection Message
- Notecard Message
Action
Write
- Touch IDRequired
- Recipient NameRequired
- Recipient EmailRequired
- Recipient Street AddressRequired
- Recipient Street Address 1
- Recipient City/TownRequired
- Recipient State/ProvinceRequired
- Recipient ZIP/Postal CodeRequired
- Recipient CountryRequired
- Custom Message
Action
Write