Teamleader Focus + Trustpilot
Create Trustpilot invitations when new invoices are paid in Teamleader Focus
Streamline your review requests with this efficient automation. Once an invoice is paid in Teamleader Focus, it will in turn create an invitation in Trustpilot. This workflow eliminates the need for manual input, enhancing your process by ensuring timely review invitations every time a transaction is completed. Leverage this seamless connection between Teamleader Focus and Trustpilot to improve your efficiency and customer engagement.
Streamline your review requests with this efficient automation. Once an invoice is paid in Teamleader Focus, it will in turn create an invitation in Trustpilot. This workflow eliminates the need for manual input, enhancing your process by ensuring timely review invitations every time a transaction is completed. Leverage this seamless connection between Teamleader Focus and Trustpilot to improve your efficiency and customer engagement.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this!Create Invitation
Create a new invitation to review your company on Trustpilot.
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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
