Create tasks in Teamwork for every new lead created in LeadSimple
Streamline your lead management process to boost team productivity. When a new lead is added in LeadSimple, this workflow will promptly create a task in Teamwork. This automation helps you ensure that each lead receives prompt attention, improving your conversion rate and saving your team valuable time.
- When this happens...

Lead CreatedTriggers when a new lead is created.TriggerInstant - automatically do this!

Create TaskCreates a new task.ActionWrite
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More things you can do with LeadSimple and Teamwork
Discover other triggers and actions you can use with LeadSimple and Teamwork
Call CompletedTriggers when a new call is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead Changes StageTriggers when a lead changes stages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead CreatedTriggers when a new lead is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead Is ReassignedTriggers when a lead is reassigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Outbound Conversation CreatedTriggers when an outbound conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Process Changes TagsTriggers when a process changes tags.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Process ReassignedTriggers when a process is reassigned.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task Completed AutomaticallyTriggers when a task is completed automatically. An automatic task set to auto send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task CreatedTriggers when a task is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Name
- Comments
- PipelineRequired
- StageRequired
- Source
- Assignee
- Tags
- Created At
- Closed At
- Cost
- Value
- Num Units
- Full Name
- Email Addresses
- Company Name
- Mobile Phone Number
- Office Phone
- Home Phone
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Street Address
- City
- State
- Zip Code
- Property Type
- Bathrooms
- Bedrooms
- Occupancy
- Square Feet
- Estimated Rent
- Lease start date
- Lease end date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Name
- Comments
- Process TypeRequired
- StageRequired
- User
- Tags
- Due At
- Property
- Unit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- TagRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ConversationRequired
- Assignee
- Status
- Snooze Expiration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Process TypeRequired
- ProcessRequired
- Name
- Comments
- Tags
- Stage
- Assignee
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PropertyRequired
- UnitRequired
- Unit Number
- Num Bedrooms
- Num Bathrooms
- Occupancy
- Square Feet
- Estimated Rent
- Delinquent Rent
- Lease Start Date
- Lease End Date
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PipelineRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Calendar Event ReminderTriggered when a calendar event reminder is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ColumnTriggered when you add a new column.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CompanyTriggered when you add a new company.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New FileTriggered when you add a new file.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New LinkTriggered when you add a new link.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Message ReplyTriggered when you add a new message reply.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New NotebookTriggered when you add a new notebook.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ProjectTriggered when you add a new project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New RiskTriggered when you add a new risk.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New StatusTriggered when you add a new status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Task ListTriggered when you add a new task list.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New Time EntryTriggered when you add a new time entry.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- TitleRequired
- Description
- All Day
- StartRequired
- EndRequired
- Where
- Attendees
- Event Type
- Privacy TypeRequired
- Show as Busy
- Project
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- ExpenseRequired
- Description
- DateRequired
- CostRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- FileRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Invoice No./IDRequired
- PO Number
- Description
- Issue DateRequired
- Fixed Price
- CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- LinkRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TitleRequired
- BodyRequired
- Category
- Attach Existing File
- Attach New File
- File Name for New File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Post as Another User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- MilestoneRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TitleRequired
- Description
- ContentRequired
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Add Selected Users to this ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- UserRequired
- StatusRequired
- Notify Everyone in Owner Company?
- Who should be notified?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Task ListRequired
- ContentRequired
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- Start Date and TimeRequired
- Duration HoursRequired
- Duration MinutesRequired
- Description
- Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Task List
- Content
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
- Allow Update to Completed Task
- Fire Webhooks after Update
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Workflow IDRequired
- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
- ProjectRequired
- Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- Project
- FileRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- Project
- LinkRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- ProjectRequired
- TitleRequired
- BodyRequired
- Category
- Attach Existing File
- Attach New File
- File Name for New File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
- Post as Another User
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- ProjectRequired
- TitleRequired
- Description
- When is this due?Required
- Who is responsible?Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TitleRequired
- ProjectRequired
- Description
- ContentRequired
- Category
- Send Notification to Self
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- Description
- Add Selected Users to this Project
- Project Owner
- Company
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- Project
- Task List
- TaskRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- ProjectRequired
- Task ListRequired
- ContentRequired
- Description
- StartDate
- DueDate
- Who is responsible?
- Notify
- Create as Another User
- Private to Owner Company?
- Who can see it?
- Priority
- Board Column
- Workflow
- Stage
- Tags
- Attach Existing File
- Attach New File
- File Name for New File
- Desk Ticket ID
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Lead Changes PipelineTriggers when a lead changes pipelines.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead Changes TagsTriggers when a lead's tags change.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Lead Opens EmailTriggers when a lead opens email.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Inbound Conversation CreatedTriggers when an inbound conversation is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Process Changes StageTriggers when a process changes stages.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Process CreatedTriggers when a new process is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task CompletedTriggers when a task is completed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Task Completed ManuallyTriggers when a task is completed manually. A manual task that does NOT use auto send.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- From NumberRequired
- To NumberRequired
- Call Duration (in seconds)
- Call Recording URL
- Description
- Outcome
- Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Note TextRequired
- Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProcessRequired
- Note TextRequired
- Created At
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- First Name
- Last Name
- Company/Secondary Name
- Email Addresses
- Mobile Phone Number
- Home Phone Number
- Office Phone Number
- Mailing Address
- Mailing Address City
- Mailing Address State
- Mailing Address Zip Code
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PipelineRequired
- LeadRequired
- Name
- Comments
- Tags
- Stage
- Assignee
- Num Units
- Contact IDs
- Property IDs
- Unit IDs
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PropertyRequired
- Property Type
- Address Line 1
- Address City
- Address State
- Address Zip Code
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Process Type
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- PropertyRequired
- SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Calendar EventTriggered when you add a new calendar event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CardTriggered when you add a new card.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New CommentTriggered when you add a new comment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New ExpenseTriggered when you add a new expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New InvoiceTriggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New MessageTriggered when you add a new message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New MilestoneTriggered when you add a new milestone.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New PersonTriggered when you add a new person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New StageTriggered when you add a new stage.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New TaskTriggered when you add a new task.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Task List TemplateRequired
- ProjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- File NameRequired
- FileRequired
- Display Name
- Description
- CategoryName
- Private
- Notify
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TitleRequired
- Description
- LinkRequired
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Parent Category
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- MessageRequired
- BodyRequired
- Who should be notified?
- Post as Another User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- TitleRequired
- Description
- When is this due?Required
- Who is responsible?Required
- Notify
- Private to Owner Company?
- Who can see it?
- Reminder
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- NotebookRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- CompanyRequired
- FirstNameRequired
- LastNameRequired
- EmailRequired
- UserTypeRequired
- PrivateNotes
- SendInvite
- SendInviteWithMessage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Description
- Add Selected Users to this Project
- Project Owner
- Company
- Name of New Company to Create
- StartDate
- EndDate
- Category
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Workflow IDRequired
- NameRequired
- Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Task List
- TaskRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ProjectRequired
- NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Project
- Task List
- TaskRequired
- Start Date and TimeRequired
- Duration HoursRequired
- Duration MinutesRequired
- Description
- Who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search ForRequired
- TitleRequired
- Description
- All Day
- StartRequired
- EndRequired
- Where
- Attendees
- Event Type
- Privacy TypeRequired
- Show as Busy
- Project
- Notify All Attendees
- Who should be notified?
- Attendees Can Edit
- Project Users Can Edit
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- NameRequired
- Website
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- ProjectRequired
- File NameRequired
- FileRequired
- Display Name
- Description
- CategoryName
- Private
- Notify
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- TitleRequired
- ProjectRequired
- Description
- LinkRequired
- Open in New Window?
- Width
- Height
- Category
- Who should be notified?
- Private to Owner Company?
- Who can see it?
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- Project
- MilestoneRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- Project
- NotebookRequired
- Add CommentRequired
- ContentType
- Author
- Attach File
- Who should be notified?
- Private to Owner Company?
- Who can see it?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- CompanyRequired
- FirstNameRequired
- LastNameRequired
- EmailRequired
- UserTypeRequired
- PrivateNotes
- SendInvite
- SendInviteWithMessage
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Workflow IDRequired
- Search ForRequired
- Color
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
- ProjectRequired
- Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search ForRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found





