
When this happens...

Automatically do this!
Get Companies
Create Project
Search Projects
Create Project Type
Create Company
Create Task
Create New Project Role
Assign New User to the Task By Email
Add Member to A Project
Create New Comment on the Project
Create New Task List
Add Task to Task List
Changes the Project of the Task
Create New Type of Work
Create New Role
Create New Team
Add User to Team
Create Checklist Item for Task
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.
Triggers when a new time entry is created.
Triggers when a time entry is updated.
Triggers when a project is updated
Triggers when a project status is updated
Action is the task that follows automatically within your Leadsquared integrations.
Create a lead in LeadSquared
Find a lead using email id
Retrieve leads that match one or more phone numbers. Optionally select which lead fields to return.
Post an Activity on a Lead
Search lead by criteria
Retrieve leads modified between a start and end date, returning selected fields with optional sorting and pagination.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 Leadsquared and Awork accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadsquared triggers actions in Awork (or vice versa).
Absolutely. You can customize how Leadsquared data is recorded in Awork. This includes choosing which data fields go into which fields of Awork, setting up custom formats, and filtering out unwanted information.
The data sync between Leadsquared and Awork 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 Leadsquared and Awork. 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.
Leadsquared is a comprehensive marketing automation and CRM platform designed to help businesses streamline their lead management, sales automation, and customer engagement processes.
Learn MoreAwork is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team productivity, and ensure seamless project execution. It offers features such as task management, time tracking, and team communication, making it an ideal solution for businesses of all sizes.
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