Teamleader Focus + Teamwork

Create new Teamwork projects from accepted Teamleader Focus deals

Streamline your project management process with this efficient automation. Upon the acceptance of a deal in Teamleader Focus, a new project is created immediately in Teamwork. This facilitates easy transition from deal-closing to project-initiation, boosting productivity and keeping all team members in sync.

Streamline your project management process with this efficient automation. Upon the acceptance of a deal in Teamleader Focus, a new project is created immediately in Teamwork. This facilitates easy transition from deal-closing to project-initiation, boosting productivity and keeping all team members in sync.

  1. When this happens...
    Teamleader FocusTeamleader Focus
    Deal Accepted

    Triggers when a deal is accepted.

    TriggerInstant
  2. automatically do this!
    TeamworkTeamwork
    Create Project

    Creates a new project.

    ActionWrite
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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)

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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

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