Enable Integrations or automations with these events of Teamleader Focus and castos
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.
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 castos accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamleader Focus triggers actions in castos (or vice versa).
Absolutely. You can customize how Teamleader Focus data is recorded in castos. This includes choosing which data fields go into which fields of castos, setting up custom formats, and filtering out unwanted information.
The data sync between Teamleader Focus and castos 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 castos. 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.
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