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

Automatically do this!
Create Card
Update Card
Delete Card
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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 a user creates a card.
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

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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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 Guru accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamleader Focus triggers actions in Guru (or vice versa).
Absolutely. You can customize how Teamleader Focus data is recorded in Guru. This includes choosing which data fields go into which fields of Guru, setting up custom formats, and filtering out unwanted information.
The data sync between Teamleader Focus and Guru 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 Guru. 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 MoreGuru is an AI-powered knowledge platform that unifies enterprise search, an internal wiki, and an intranet to deliver fast, trusted answers inside everyday workflows. It connects to tools like Google Drive, Slack, Microsoft Teams, and more to retrieve content, applies permissions-aware AI to surface context-rich responses, and helps teams keep information current through expert verification and automated reminders. The platform includes role-aware AI agents, customizable pages, and granular access controls so organizations can centralize knowledge, reduce time spent searching, and share accurate, on-brand information across departments.
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