Teamleader Focus + Todoist
Create new Todoist projects from new deals in Teamleader Focus
Kickstart your project management every time a new deal is marked in Teamleader Focus. With this workflow, each new deal in Teamleader Focus will create a corresponding project in Todoist, ensuring you can efficiently map out tasks and deadlines right away. Streamline your operations and stay on top of your deals with ease.
Kickstart your project management every time a new deal is marked in Teamleader Focus. With this workflow, each new deal in Teamleader Focus will create a corresponding project in Todoist, ensuring you can efficiently map out tasks and deadlines right away. Streamline your operations and stay on top of your deals with ease.
- When this happens...New Deal
Triggers when a new deal is created.
- automatically do this!Create Project
Triggers when a new project is created.
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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
