Connect IdeaPlan and Teamleader Focus to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for IdeaPlan
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
Enable Integrations or automations with these events of IdeaPlan and Teamleader Focus
Enable Integrations or automations with these events of IdeaPlan and Teamleader Focus
Triggers
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.
Actions
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.
Link Contact To Company
Contact link with a company.
Create Company
Creates a new company
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Frequently Asked Questions
To start, connect both your IdeaPlan and Teamleader Focus accounts to viaSocket. Once connected, you can set up a workflow where an event in IdeaPlan triggers actions in Teamleader Focus (or vice versa).
Absolutely. You can customize how IdeaPlan 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 IdeaPlan 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 IdeaPlan 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 IdeaPlan
IdeaPlan is a comprehensive platform designed to help you capture, organize, and prioritize ideas and feedback from your team and customers. Streamline your product development process and ensure that the best ideas are implemented efficiently.
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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