Connect NextLead and Trackabi
Integrate NextLead with Trackabi to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Company Profile from Trackabi when Contact Added to List in NextLead
List Tasks from Trackabi when Contact Added to List in NextLead
Create Client in Trackabi when Contact Added to List in NextLead
Update Client in Trackabi when Contact Added to List in NextLead
List Clients from Trackabi when Contact Added to List in NextLead
Popular NextLead + Trackabi flows
Start from a real workflow other teams are already running.
Choose a trigger
NextLead
When this happens...
Contact Added to List
Choose an action
Trackabi
Automatically do this!
Get Company Profile
List Tasks
Create Client
Update Client
List Clients
Create a Project
List Projects
Add Time Entry
Find Time Entries
Get Time Entry
List Members
Find Leave Records
Get Company Profile from Trackabi when Contact Added to List in NextLead
Use this flowList Tasks from Trackabi when Contact Added to List in NextLead
Use this flowCreate Client in Trackabi when Contact Added to List in NextLead
Use this flowUpdate Client in Trackabi when Contact Added to List in NextLead
Use this flowList Clients from Trackabi when Contact Added to List in NextLead
Use this flowCreate a Project in Trackabi when Contact Added to List in NextLead
Use this flowList Projects from Trackabi when Contact Added to List in NextLead
Use this flowAdd Time Entry to Trackabi when Contact Added to List in NextLead
Use this flowFind Time Entries in Trackabi when Contact Added to List in NextLead
Use this flowGet Time Entry from Trackabi when Contact Added to List in NextLead
Use this flowSupported Triggers & Actions
Everything you can automate between NextLead and Trackabi.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Added to List
Triggers when a contact is added to a NextLead mailing list and returns the contact event and list details. Supports optional filters by list ID, minimum lead score, and comment.
Do thisActions
Action is the task that follows automatically within your NextLead integrations.
Create Contact
Creates a new lead.
Create a sale
Create a new sale with the details you provide.
Create lead structure
Create a new lead structure in NextLead using the data you provide.
Delete Contact
Deletes a contact from NextLead using the contact's email or LinkedIn profile URL.
Delete a sales deal
Remove a sales deal from your NextLead account.
Delete Structure
Deletes a structure (company record) from NextLead by Name or SIRET ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About NextLead
NextLead is a cutting-edge platform designed to streamline and enhance lead generation and management processes. It offers tools and features that help businesses capture, track, and convert leads efficiently, ensuring a seamless transition from prospect to customer.
Learn moreAbout Trackabi
Trackabi is a comprehensive time tracking and employee management software designed to streamline business operations. It offers features such as time tracking, project management, and employee monitoring, making it an ideal solution for businesses looking to enhance productivity and manage their workforce efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your NextLead and Trackabi accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between NextLead and Trackabi as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Trackabi. No coding required.
Yes. You can set up a workflow where NextLead triggers actions in Trackabi, and a separate workflow where Trackabi triggers actions in NextLead. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between NextLead and Trackabi. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire NextLead and Trackabi integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
