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

Automatically do this!
Find Contact
List Bookings
List Booking Calendars
List Booking Pages
List Event Types
List Master Pages
List Users
List Teams
List Contacts
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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 booking is scheduled.
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 OnceHub accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamleader Focus triggers actions in OnceHub (or vice versa).
Absolutely. You can customize how Teamleader Focus data is recorded in OnceHub. This includes choosing which data fields go into which fields of OnceHub, setting up custom formats, and filtering out unwanted information.
The data sync between Teamleader Focus and OnceHub 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 OnceHub. 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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