Connect Sanity and Teamleader Focus to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanity
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 Sanity integrations.
Create project
Create a new project with a display name and optional organization ID
Update Project
Modify an existing Sanity project's name, settings, or metadata.
Delete Project
Delete a specific project.
Update Role
Update the details of specific role.
Delete Role
Delete a specific role by its id.
Get User Info
Get user's information
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Frequently Asked Questions
To start, connect both your Sanity and Teamleader Focus accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanity triggers actions in Teamleader Focus (or vice versa).
Absolutely. You can customize how Sanity 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 Sanity 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 Sanity 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 Sanity
Sanity is a platform for structured content that allows teams to build and manage digital experiences with ease. It provides a flexible and customizable content management system (CMS) that adapts to your needs, enabling seamless collaboration and efficient content delivery.
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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