Connect Simpro and Teamleader Focus
Integrate Simpro with Teamleader Focus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Contact in Teamleader Focus when New Company Customer in Simpro
Create Deal in Teamleader Focus when New Company Customer in Simpro
Create Company in Teamleader Focus when New Company Customer in Simpro
Search Company in Teamleader Focus when New Company Customer in Simpro
Find Companies in Teamleader Focus when New Company Customer in Simpro
Popular Simpro + Teamleader Focus flows
Start from a real workflow other teams are already running.
Choose a trigger
Simpro
When this happens...
New Company Customer
Company Customer Updated
New Individual Customer
Individual Customer Updated
New Job
Job Updated
New Quote
Quote Updated
New Schedule
Schedule Updated
New Site
Site Updated
New Contact
Contact Updated
Contact Deleted
Company Customer Deleted
Individual Customer Deleted
Job Deleted
New Employee
Employee Updated
Employee Deleted
Site Deleted
Quote Deleted
New Recurring Invoice
Recurring Invoice Updated
Recurring Invoice Deleted
New Lead
Lead Updated
Lead Deleted
Lead Status Change
Job Status Change
Quote Status Change
New Job Attachment
Job Attachment Updated
Job Attachment Deleted
New Purchase Order
Purchase Order Updated
New invoice Created
Invoice Updated
Choose an action
Teamleader Focus
Automatically do this!
Get User Info
Find Contact
Find Company
Create Deal
Link Contact To Company
Create Company
Search Company
Find Companies
List Contacts
List Business Types
List Tags
List Meetings
List Calls
Find 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
Get Product Categories
Find Products
List Price Lists
List Projects
List Milestones
List Tasks
List Materials
List Time Tracking Entries
List Tickets
List Ticket Statuses
List Users
List Teams
List Work Types
Create Contact
Search Contact By Email
Update Contact
Find Contact in Teamleader Focus when New Company Customer in Simpro
Use this flowCreate Deal in Teamleader Focus when New Company Customer in Simpro
Use this flowCreate Company in Teamleader Focus when New Company Customer in Simpro
Use this flowSearch Company in Teamleader Focus when New Company Customer in Simpro
Use this flowFind Companies in Teamleader Focus when New Company Customer in Simpro
Use this flowList Business Types from Teamleader Focus when New Company Customer in Simpro
Use this flowList Tags from Teamleader Focus when New Company Customer in Simpro
Use this flowList Meetings from Teamleader Focus when New Company Customer in Simpro
Use this flowList Calls from Teamleader Focus when New Company Customer in Simpro
Use this flowList Events from Teamleader Focus when New Company Customer in Simpro
Use this flowSupported Triggers & Actions
Everything you can automate between Simpro and Teamleader Focus.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company Customer
Triggers when a new company customer is created
Company Customer Updated
Triggers when a new customer is updated
New Individual Customer
Triggers when a new individual customer is created
Individual Customer Updated
Triggers when a new individual customer is updated
New Job
Triggers when a new job is created
Job Updated
Triggers when a job is updated
Do thisActions
Action is the task that follows automatically within your Simpro integrations.
Create Contact
Creates a new contact
Create Company Customer
Creates a new company customer
Create Individual Customer
Creates a new individual customer
Create Service Job
Create a new service job and set site, customer, dates, contacts, technicians, status, tags, and optional cost centre.
Find Job
Finds job by criteria
Find Schedule
Finds schedule by criteria
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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AI will build it for you
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 Simpro
Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.
Learn moreSimilar apps
About 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Simpro and Teamleader Focus 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 Simpro and Teamleader Focus 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 Teamleader Focus. No coding required.
Yes. You can set up a workflow where Simpro triggers actions in Teamleader Focus, and a separate workflow where Teamleader Focus triggers actions in Simpro. 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 Simpro and Teamleader Focus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simpro and Teamleader Focus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
