Create integrations between Teamleader Focus and MyDocSafe
Create a Folder in Mydocsafe when New Deal in Teamleader Focus
Create a Portal in Mydocsafe when New Deal in Teamleader Focus
Create a Portal Group in Mydocsafe when New Deal in Teamleader Focus
Create a Folder in Mydocsafe when New Contact in Teamleader Focus
Create a Portal in Mydocsafe when New Contact in Teamleader Focus
Create a Portal Group in Mydocsafe when New Contact in Teamleader Focus
Create a Folder in Mydocsafe when New Company in Teamleader Focus
Create a Portal in Mydocsafe when New Company in Teamleader Focus
Create a Portal Group in Mydocsafe when New Company in Teamleader Focus
Create a Folder in Mydocsafe when Deal Accepted in Teamleader Focus
Actions and Triggers
When this happensTriggers
New Deal
Trigger when a deal is created.
New Contact
Trigger when a new Contact is created.
New Company
Trigger When a new Company is created.
Deal Accepted
Trigger when a deal is updated.
Invoice Paid
Triggers when invoice is paid.
Document is Signed
Triggers when a document is signed by all required parties.
Do thisActions
Get User Info
Get user's information
Find Contact
find a contact by Id.
Find Company
find a company by Id.
Link Contact To Company
Contact link with a company.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
About Teamleader Focus
Teamleader is a comprehensive project management and CRM tool designed to streamline your business operations. It offers features such as task management, time tracking, invoicing, and customer relationship management to help you manage your projects and clients efficiently.
Learn MoreAbout MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn More
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