Connect finlight and Teamleader Focus to Build Intelligent Automations
Choose a Trigger
When this happens...
New Article Arrives
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
Ready to use finlight and Teamleader Focus automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Article Arrives
Runs when new article arrives
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 finlight integrations.
List All Sources
Retrieve all article sources.
Search Articles
Search articles with filters
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 finlight and Teamleader Focus accounts to viaSocket. Once connected, you can set up a workflow where an event in finlight triggers actions in Teamleader Focus (or vice versa).
Absolutely. You can customize how finlight 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 finlight 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 finlight 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 finlight
Finlight is a comprehensive platform designed to streamline financial management and investment tracking. It offers tools for analyzing financial data, managing portfolios, and generating insightful reports, making it ideal for both individual investors and financial professionals.
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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