Connect Conversion and Teamleader Focus to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Conversion
Choose an Action
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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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Conversion integrations.
Extract and Text from Document/Image URL
Extracts and converts text from PDF, DOC, or image URLs into readable text content.
Generate Image from text prompt
Generates Image from given text prompt.
Get User Info
Get user's information
Find Contact
find a contact by Id.
Find Company
find a company by Id.
Create Deal
Creates a new deal.
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Frequently Asked Questions
To start, connect both your Conversion and Teamleader Focus accounts to viaSocket. Once connected, you can set up a workflow where an event in Conversion triggers actions in Teamleader Focus (or vice versa).
Absolutely. You can customize how Conversion 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 Conversion 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 Conversion 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.
About Conversion
Conversion enables seamless conversion of various document formats (PDF, DOC) and images into text. Simply provide a URL for your PDF, DOC, or image file, and the plug will extract and convert the content into readable text. Ideal for users looking to quickly transform content from documents and images into an editable format for further processing or analysis.
Learn MoreAbout 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.
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