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Any.do Personal + Teamleader Focus

Create tasks in Any.do Personal for new deals in Teamleader Focus

Stay on top of your tasks and ensure no deal slips through the cracks with this efficient workflow. Whenever a new deal is added in Teamleader Focus, a corresponding task is created in Any.do Personal. This automation streamlines your sales process, making it easy to manage deals and tasks while keeping your focus on closing more deals.

Stay on top of your tasks and ensure no deal slips through the cracks with this efficient workflow. Whenever a new deal is added in Teamleader Focus, a corresponding task is created in Any.do Personal. This automation streamlines your sales process, making it easy to manage deals and tasks while keeping your focus on closing more deals.

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

    Triggers when a new deal is created.

    TriggerInstant
  2. automatically do this!
    Any.do PersonalAny.do Personal
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Teamleader Focus triggers, actions, and search

    New Company

    Triggers when a new Company is added.

    Trigger
    Instant
    Try It
  • Teamleader Focus triggers, actions, and search

    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
any-do logo
any-do logo

About Any.do Personal

Any.do is a simple & powerful way to manage Projects, To-do lists & Reminders. Available on Web, iPhone, Android, Mac, Windows & More.
Learn moreHelp

Related categories

  • Task Management
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Related Zap Templates

  • Create tasks in Any.do Personal for newly accepted deals in Teamleader Focus

 

  • Create tasks in Any.do Personal for new companies in Teamleader Focus

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