
When this happens...
New Project
New User

Automatically do this!
Get all Contacts
Find Aero Type Names
Find All Task Aero
Find All Team Members
Create Task
Create Email Aero
Create Contact
Create Appointment
Create Company
Get all Companies
Get a Company
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Action is the task that follows automatically within your Teambook integrations.
Create a teambook user.
List all projects.
List all users.
List all Actual Log.
List all task
List all team.

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To start, connect both your Teambook and Aero Workflow accounts to viaSocket. Once connected, you can set up a workflow where an event in Teambook triggers actions in Aero Workflow (or vice versa).
Absolutely. You can customize how Teambook data is recorded in Aero Workflow. This includes choosing which data fields go into which fields of Aero Workflow, setting up custom formats, and filtering out unwanted information.
The data sync between Teambook and Aero Workflow 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 Teambook and Aero Workflow. 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.
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
Learn MoreAero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
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