Teamleader Focus + Yoobi
Update invoice payment statuses in Yoobi for newly paid Teamleader Focus invoices
When a new invoice in Teamleader Focus is paid, this Zapier template will update the invoice payment status in Yoobi accordingly. You can remove the search action if the invoice ID is already in the trigger data.
When a new invoice in Teamleader Focus is paid, this Zapier template will update the invoice payment status in Yoobi accordingly. You can remove the search action if the invoice ID is already in the trigger data.
- When this happens...Invoice Paid
Triggers when an invoice is paid.
- automatically do this...Find Invoice
Finds an Invoice
- then do this!Update Invoice Payment Status
Updates the status of an invoice
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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
About Teamleader Focus
Teamleader Focus incorporates CRM, project management and invoicing into one simple and intelligent tool that helps businesses work smarter.
Related categories
About Yoobi
Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.