
When this happens...
New Deal
New Contact
New Company
Deal Accepted
Invoice Paid

Automatically do this!
Create Company
Create Quotation
Create Event
Create Task
Create Product
Create Employee
Create Expense
Create Invoice
Create Invoice Payment
Create Opportunity
Create Supplier
Create Ticket
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when a deal is created.
Trigger when a new Contact is created.
Trigger When a new Company is created.
Trigger when a deal is updated.
Triggers when invoice is paid.
Trigger when New Company created.
Action is the task that follows automatically within your Teamleader Focus integrations.
Get user's information
find a contact by Id.
find a company by Id.
Creates a new deal.
Contact link with a company.
Creates a new company

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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 Teamleader Focus and Axonaut accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamleader Focus triggers actions in Axonaut (or vice versa).
Absolutely. You can customize how Teamleader Focus data is recorded in Axonaut . This includes choosing which data fields go into which fields of Axonaut , setting up custom formats, and filtering out unwanted information.
The data sync between Teamleader Focus and Axonaut 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 Teamleader Focus and Axonaut . 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.
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 MoreAxonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.
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