Connect Teamleader Focus and Procore to Build Intelligent Automations
Choose a Trigger
When this happens...
New Deal
New Contact
New Company
Deal Accepted
Invoice Paid
Choose an Action
Automatically do this!
Get Projects
Create Worker - Company
Create Project
Create Company Contact
Create Project Cost Code List From Company List
Create Submittal
Create Cost Code - Project
Create Vendor - Company Level
List All Companies
Ready to use Teamleader Focus and Procore automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal
Trigger when a deal is created.
New Contact
Trigger when a new Contact is created.
New Company
Trigger When a new Company is created.
Deal Accepted
Trigger when a deal is updated.
Invoice Paid
Triggers when invoice is paid.
Project Updated
Triggers when a project is updated.
Do thisActions
Action is the task that follows automatically within your Teamleader Focus integrations.
Get User Info
Get user's information
Find Contact
find a contact by Id.
Find Company
find a company by Id.
Create Deal
Creates a new deal.
Link Contact To Company
Contact link with a company.
Create Company
Creates a new company
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Frequently Asked Questions
To start, connect both your Teamleader Focus and Procore accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamleader Focus triggers actions in Procore (or vice versa).
Absolutely. You can customize how Teamleader Focus data is recorded in Procore. This includes choosing which data fields go into which fields of Procore, setting up custom formats, and filtering out unwanted information.
The data sync between Teamleader Focus and Procore 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 Procore. 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.
About Teamleader Focus
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 MoreAbout Procore
Procore is a leading construction management software designed to streamline project management, improve communication, and enhance productivity for construction professionals.
Learn More
