CloudBlue Connect + Microsoft Excel + Teamleader Focus Integrations

How to connect CloudBlue Connect + Microsoft Excel + Teamleader Focus

Zapier lets you send info between CloudBlue Connect and Microsoft Excel and Teamleader Focus automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Do even more with CloudBlue Connect + Microsoft Excel + Teamleader Focus

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with CloudBlue Connect, Microsoft Excel, and Teamleader Focus. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Id of the request or listing to retrieve messages forRequired
Trigger
Scheduled
Try It
- Case StatusRequired
- Additional filters
- Amount of records per batch query
Trigger
Scheduled
Try It
- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It
- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It
- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It

- Additional filters
Trigger
Scheduled
Try It
- Request Status
- Additional filters
Trigger
Scheduled
Try It

- Request Status
- Additional filters
Trigger
Scheduled
Try It
- Request IDRequired
- Template IDRequired
Action
Write
- Request IDRequired
- ActionRequired
Action
Write
- Request IDRequired
Action
Write
- Asset IDRequired
- Parameter ID
- Value
Action
Write
- Asset IDRequired
- Item IDRequired
- QuantityRequired
- Parameter ID
- Value
Action
Write
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
- Parameters
Action
Write
- Asset IDRequired
- Parameter ID
- Value
Action
Write
- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- ItemsRequired
- Attributes
Action
Write
- Product IDRequired
- SubjectRequired
- Description of the case
- Priority of the caseRequired
- Type of the caseRequired
- Receiver account IDRequired
- Recipient IDRequired
Action
Write
- Object IDRequired
- MessageRequired
Action
Write
- Tier Configuration IDRequired
- ParametersRequired
Action
Write
- Request IDRequired
- ReasonRequired
Action
Write
- Request IDRequired
- Parameter IDRequired
- ValueRequired
Action
Write
- Request IDRequired
- Parameter IDRequired
- ValueRequired
- Notes
Action
Write
- Case IDRequired
- Inquire message
Action
Write
- Request IDRequired
- Note
- Template ID
- Parameter IDRequired
- Error TextRequired
Action
Write
- Request IDRequired
- Notes
- Parameter IDRequired
- Error TextRequired
Action
Write
- Request IDRequired
- ReasonRequired
Action
Write
- Request IDRequired
- ReasonRequired
Action
Write
- Caset IDRequired
- Product IDRequired
- Subject
- Description of the case
- Issuer Account
- Issuer Actor
- Recipient ID
- Receiver Account
- Receiver Actor
- Recipient IDRequired
Action
Write
- Additional filters
Action
Search
- Case idRequired
- Additional filters
Action
Search
- Additional filters
Action
Search
- Request Status
- Additional filters
Action
Search
- Additional filters
Action
Search
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
New Deal
Triggers when a new deal is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is added.
Trigger
Instant
Try It
Deal Accepted
Triggers when a deal is accepted.
Trigger
Instant
Try It
- First 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
Action
Write
- ContactRequired
- CompanyRequired
- Position
- Decision maker
Action
Write
- IdRequired
Action
Search

- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It
- Case idRequired
- Additional filters
- Amount of records per batch query
Trigger
Scheduled
Try It
- Product IDRequired
- Object classRequired
- Name for newly created Connect WebhookRequired
- DescriptionRequired
Trigger
Instant
Try It
- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It
- Request Status
- Additional filters
- Amount of records per batch query
- Process requests in batch
Trigger
Scheduled
Try It
- Additional filters
Trigger
Scheduled
Try It
- Additional filters
Trigger
Scheduled
Try It
- Request IDRequired
Action
Write
- Request IDRequired
- Template IDRequired
Action
Write
- Case IDRequired
- Feedback of the resolution
- Rating of the resolution of the case
Action
Write
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
Action
Write
- Asset IDRequired
- ItemsRequired
- External Attributes
Action
Write
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- ItemsRequired
- Parameters
Action
Write
- Hub IDRequired
- Asset External IDRequired
- Asset External UID
- Tiers involved in the requestRequired
- Tier 1 External IDRequired
- Tier 1 External UID
- Tier 1 Account NameRequired
- Tier 1 Address Line 1Required
- Tier 1 Address Line 2
- Tier 1 Postal CodeRequired
- Tier 1 CityRequired
- Tier 1 State or ProvinceRequired
- Tier 1 CountryRequired
- Tier 1 Contact First NameRequired
- Tier 1 Contact Last NameRequired
- Tier 1 EmailRequired
- Tier 1 Phone NumberRequired
- Customer External IDRequired
- Customer External UID
- Customer Account NameRequired
- Customer Address Line 1Required
- Customer Address Line 2
- Customer Postal CodeRequired
- Customer CityRequired
- Customer State or ProvinceRequired
- Customer CountryRequired
- Customer Contact First NameRequired
- Customer Contact Last NameRequired
- Customer EmailRequired
- Customer Phone NumberRequired
- Item IDRequired
- QuantityRequired
Action
Write
- Asset IDRequired
- Parameter ID
- Value
Action
Write
- Asset Lookup FieldRequired
- Asset Lookup ValueRequired
- Period FromRequired
- Period ToRequired
- Period DeltaRequired
- Period UOMRequired
- Item IDRequired
- Attributes
Action
Write
- Case IDRequired
- Text of the comment
Action
Write
- Account IDRequired
- Account External IDRequired
- Account External UID
- Account Account NameRequired
- Account Address Line 1Required
- Account Address Line 2
- Account Postal CodeRequired
- Account CityRequired
- Account State or ProvinceRequired
- Account CountryRequired
- Account Contact First NameRequired
- Account Contact Last NameRequired
- Account EmailRequired
- Account Phone NumberRequired
Action
Write
- Tier Configuration IDRequired
- Parameter IDRequired
- ValueRequired
Action
Write
- Request IDRequired
- ParametersRequired
Action
Write
- Request IDRequired
- ParametersRequired
- Notes
Action
Write
- Request IDRequired
- ReasonRequired
Action
Write
- Request IDRequired
- Note
- Template ID
- ParametersRequired
Action
Write
- Request IDRequired
- Note
- Template ID
- ParametersRequired
Action
Write
- Case IDRequired
- Pending message
Action
Write
- Case IDRequired
- Resolve message
Action
Write
- Request IDRequired
- Planned Date
Action
Write
- Additional filters
Action
Search
- Case StatusRequired
- Additional filters
Action
Search
- Additional filters
Action
Search
- Additional filters
Action
Search
- Additional filters
Action
Search
- Request Status
- Additional filters
Action
Search
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
- Storage Source
- Folder
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
New Company
Triggers when a new Company is added.
Trigger
Instant
Try It
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
- IdRequired
Action
Search

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How CloudBlue Connect + Microsoft Excel + Teamleader Focus Integrations Work

Step 1: Authenticate CloudBlue Connect, Microsoft Excel, and Teamleader Focus.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect CloudBlue Connect + Microsoft Excel + Teamleader Focus

About CloudBlue Connect

CloudBlue Connect is a supply automation platform that manages your products and services, contracts, ordering and fulfillment, usage and subscriptions.

Related categories

eCommerce

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Help

Related categories

Similar apps

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

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

CloudBlue Connect + Microsoft Excel + Teamleader Focus Integrations

How to connect CloudBlue Connect + Microsoft Excel + Teamleader Focus

Do even more with CloudBlue Connect + Microsoft Excel + Teamleader Focus

Get Conversation Messages

New Case

New Conversation

New Recurring Asset

New Tier Account Request

New or Updated Billing Request

New or Updated Asset Request

New or Updated Tier Configuration Request

Approve Asset Request

Change Status of Listing Request

Confirm Asset Request

Create Asset Cancel Request

Create Asset Change Request (With Line Items Support)

Create Asset Purchase Request (With Line Items Support)

Create Asset Resume Request

Create Billing Request

Create a Helpdesk Case

Add Conversation Message

Create Update Tier Config Request

Reject Tier Configuration Request

Fill Asset Request Parameters (With Line Items Support)

Fill Tier Config Request Parameters (With Line Items Support)

Set Case to Inquire Status

Inquire Asset Request (With Line Items Support)

Inquire a Tier Configuration Request (With Line Items Support)

Reject Asset Request

Revoke Asset Request

Update a Helpdesk Case

Search a Billing Request

Search for Comments by Case.

Search a Listing Request

Search an Asset Request

Search a Tier Configuration

New Row

New Worksheet

Add Row

Add Row to Table

Update Row

Find Row(s)

New Deal

New Contact

Deal Accepted

Create Contact

Link Contact to Company

Find Contact

New Billing Request

New Case Comment

New Per Product Fulfillment Request

New Asset Request

New Tier Configuration Request

New or Updated Recurring Asset

New or Updated Tier Account Request

Accept Tier Account Request

Approve Tier Configuration Request

Set Case to Closed Status

Create Asset Adjustment Request

Create Asset Change Request

Create Asset Purchase Request

Create Asset Request From External System Order

Create Asset Suspend Request

Create Billing Request (With Line Items Support)

Create a Helpdesk Case Comment

Create Tier Account Request

Create Update Tier Config Request (With Line Items Support)

Fill Asset Request Parameters

Fill Tier Config Request Parameters

Ignore Tier Account Request

Inquire Asset Request

Inquire a Tier Configuration Request

Set Case to Pending Status

Set Case to Resolved Status

Schedule Asset Request

Search an Asset

Search a Case

Search for Conversations.

Search a Recurring Asset

Search a Tier Account Request