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

Automatically do this!
Create AI Agent
Update AI Agent
Delete AI Agent
Add Dialog
Create collection
Update Collection
Delete Collection
Add Entity
Update Entity
Delete Entity
Update a Dialog
Delete Dialog
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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.
Triggers when a new collection is 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

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

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 Moveo AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamleader Focus triggers actions in Moveo AI (or vice versa).
Absolutely. You can customize how Teamleader Focus data is recorded in Moveo AI. This includes choosing which data fields go into which fields of Moveo AI, setting up custom formats, and filtering out unwanted information.
The data sync between Teamleader Focus and Moveo AI 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 Moveo AI. 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 MoreMoveo AI is a cutting-edge platform that leverages artificial intelligence to enhance business operations and customer interactions. It offers AI-driven solutions to automate processes, improve decision-making, and provide personalized customer experiences.
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