
When this happens...
New Project
New User

Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new project is created.
Triggered when a new payer created in Pinch Payments.
Triggered when a new subscription is created in Pinch Payments.
Triggered when a new payment is created in Pinch Payments.
Triggered when a payer is updated in Pinch Payments.
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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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 Teambook and Pinch Payments accounts to viaSocket. Once connected, you can set up a workflow where an event in Teambook triggers actions in Pinch Payments (or vice versa).
Absolutely. You can customize how Teambook data is recorded in Pinch Payments. This includes choosing which data fields go into which fields of Pinch Payments, setting up custom formats, and filtering out unwanted information.
The data sync between Teambook and Pinch Payments 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 Pinch Payments. 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 MorePinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
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