Microsoft SharePoint + Teamleader Focus
Create folders in Microsoft SharePoint for new deals in Teamleader Focus
Stay organized and efficient with this integration. Whenever a new deal is transacted in Teamleader Focus, a corresponding folder will be created in Microsoft SharePoint. This workflow ensures that your digital deal-related documents are systematically stored, aiding easy future reference and improved team productivity.
Stay organized and efficient with this integration. Whenever a new deal is transacted in Teamleader Focus, a corresponding folder will be created in Microsoft SharePoint. This workflow ensures that your digital deal-related documents are systematically stored, aiding easy future reference and improved team productivity.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Folder
List all folders on a site
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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
