Teamleader Focus + Teamwork

Create task lists in Teamwork for new companies in Teamleader Focus

Easily manage your new clients with this workflow that connects Teamleader Focus to Teamwork. When a new company is added in Teamleader Focus, this automation creates a task list in Teamwork, helping you stay organized and on top of client tasks. Save time and streamline your client management process with this seamless integration.

Easily manage your new clients with this workflow that connects Teamleader Focus to Teamwork. When a new company is added in Teamleader Focus, this automation creates a task list in Teamwork, helping you stay organized and on top of client tasks. Save time and streamline your client management process with this seamless integration.

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

    Triggers when a new Company is added.

    TriggerInstant
  2. automatically do this!
    TeamworkTeamwork
    Create Task List

    Creates a new task list.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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
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
teamwork logo
teamwork logo

About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn more

Related categories

  • Project Management

Similar apps

Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
ActiveCollab integrationsActiveCollab integrations

ActiveCollab

Project Management
Wrike integrationsWrike integrations

Wrike

Project Management