
When this happens...
New Contact
Contact Deleted
Contact Updated
New Tag
New Tag Deleted
Tag Updated
New Business Card Transcribed

Automatically do this!
Get User Info
Find Contact
Find Company
Create Deal
Link Contact To Company
Create Company
Search Company
List Company
List Contact
List Meetings
List Calls
List Call Outcomes
List Events
List Activity Types
List Orders
List Deals
List Deal Pipelines
List Deal Phases
List Deal Sources
List Quotations
List Invoices
List Credit Notes
List Subscriptions
List Tax Rates
List Payment Terms
List Payment Methods
List Products
List Projects
List Milestones
List Tasks
List Time Tracking
List Tickets
List Ticket Status
List Users
List Teams
List Work Types
Create Contact
Search Contact By Email
Update Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is added to your Contacts+ account.
Triggers when a contact is deleted from your Contacts+ account.
Triggers when a contact is updated from your Contacts+ account.
Triggers when a tag is added from your Contacts+ account.
Triggers when a tag is deleted from your account.
Triggers when a tag is updated.
Action is the task that follows automatically within your Contacts+ integrations.
Creates a contact.
Fetches the authenticated user’s account information .
Gets a list of teams that the user is a member of.
Create a new tag to organize and label contacts.
Get user's information
find a contact by Id.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Contacts+ and Teamleader Focus accounts to viaSocket. Once connected, you can set up a workflow where an event in Contacts+ triggers actions in Teamleader Focus (or vice versa).
Absolutely. You can customize how Contacts+ data is recorded in Teamleader Focus. This includes choosing which data fields go into which fields of Teamleader Focus, setting up custom formats, and filtering out unwanted information.
The data sync between Contacts+ and Teamleader Focus typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Contacts+ and Teamleader Focus. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
Learn MoreTeamleader 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.
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