Popular Salesforce + Teamwork workflows

Our most popular Zap!

• Add Teamwork tasks for new Salesforce opportunities

  

  by Zapier

  Zapier

  Premium

  Premium apps: Salesforce

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  • 
  • 

  Salesforce, Teamwork

  Salesforce + Teamwork

  More details

  1. 

     When this happens

     Step 1: New Record

  2. 

     Then do this

     Step 2: Create Task

  See Zap detailsTry it

  Add Teamwork tasks for new Salesforce opportunities

  

  by Zapier

  Zapier

  Premium

  Premium apps: Salesforce

  Add Teamwork tasks for new Salesforce opportunities

  Try it

  • 
  • 

  Salesforce, Teamwork

  Salesforce + Teamwork

• Create Salesforce events from new Teamwork calendar events

  

  by Zapier

  Zapier

  Premium

  Premium apps: Salesforce

  Try it

  • 
  • 

  Teamwork, Salesforce

  Teamwork + Salesforce

  More details

  1. 

     When this happens

     Step 1: New Calendar Event

  2. 

     Then do this

     Step 2: Create Record

  See Zap detailsTry it

  Create Salesforce events from new Teamwork calendar events

  

  by Zapier

  Zapier

  Premium

  Premium apps: Salesforce

  Create Salesforce events from new Teamwork calendar events

  Try it

  • 
  • 

  Teamwork, Salesforce

  Teamwork + Salesforce

• 

  New Outbound Message

  Triggers when a new outbound message is received in Salesforce.

  Trigger

  Instant
• 

  New Record

  Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  Trigger

  Scheduled
• 

  Updated Field on Record

  Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

  Trigger

  Scheduled
• 

  Updated Record

  Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  Trigger

  Scheduled
• 

  Add Contact to Campaign

  Adds an existing contact to an existing campaign.

  Action

  Write
• 

  Add Lead to Campaign

  Adds an existing lead to an existing campaign.

  Action

  Write
• 

  Create Attachment

  Creates a new attachment (max 25MB).

  Action

  Write
• 

  Create Contact

  Creates a new contact in Salesforce.

  Action

  Write
• Salesforce

  Creates a new lead in Salesforce.

  Scheduled

  Action

• Salesforce

  Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

  Scheduled

  Action

• Salesforce

  Updates an existing contact in Salesforce.

  Scheduled

  Action

• Salesforce

  Updates an existing lead in Salesforce.

  Scheduled

  Action

• Salesforce

  Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

  Scheduled

  Action

• Salesforce

  Finds a record of a specified Salesforce object by a field and value you choose.

  Scheduled

  Action

• Salesforce

  Finds a record of a specified Salesforce object by a field and value you choose (with line-item support).

  Scheduled

  Action

• Salesforce

  Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause.

  Scheduled

  Action

• Salesforce

  Find a record. Optionally create a record if not found.

  Scheduled

  Action

• Teamwork

  Triggered when you add a new calendar event.

  Instant

  Trigger

• Teamwork

  Triggered when a calendar event reminder is sent.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new card.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new column.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new comment.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new company.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new expense.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new file.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new invoice.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new link.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new message.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new message reply.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new milestone.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new notebook.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new person.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new project.

  Instant

  Trigger

• Teamwork

  Triggered when a project is updated or deleted.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new risk.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new status.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new task.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new task list.

  Instant

  Trigger

• Teamwork

  Triggered when a task is updated or deleted.

  Instant

  Trigger

• Teamwork

  Triggered when you add a new time entry.

  Instant

  Trigger

• Teamwork

  Adds a task list from a template to the selected project.

  Scheduled

  Action

• Teamwork

  Creates a new calendar event.

  Scheduled

  Action

• Teamwork

  Creates a new calendar event type.

  Scheduled

  Action

• Teamwork

  Creates a new column.

  Scheduled

  Action

• Teamwork

  Creates a new company.

  Scheduled

  Action

• Teamwork

  Creates a new expense.

  Scheduled

  Action

• Teamwork

  Creates a new file category.

  Scheduled

  Action

• Teamwork

  Creates a new file comment.

  Scheduled

  Action

• Teamwork

  Uploads a file to a project.

  Scheduled

  Action

• Teamwork

  Creates a new invoice.

  Scheduled

  Action

• Teamwork

  Creates a new link category.

  Scheduled

  Action

• Teamwork

  Creates a new link comment.

  Scheduled

  Action

• Teamwork

  Creates a new link.

  Scheduled

  Action

• Teamwork

  Marks a task complete.

  Scheduled

  Action

• Teamwork

  Creates a new message category.

  Scheduled

  Action

• Teamwork

  Creates a new message.

  Scheduled

  Action

• Teamwork

  Creates a new message reply.

  Scheduled

  Action

• Teamwork

  Creates a new milestone comment.

  Scheduled

  Action

• Teamwork

  Creates a new milestone.

  Scheduled

  Action

• Teamwork

  Moves a board card.

  Scheduled

  Action

• Teamwork

  Creates a new notebook category.

  Scheduled

  Action

• Teamwork

  Creates a new notebook comment.

  Scheduled

  Action

• Teamwork

  Creates a new notebook.

  Scheduled

  Action

• Teamwork

  Creates a new person.

  Scheduled

  Action

• Teamwork

  Creates a new project category.

  Scheduled

  Action

• Teamwork

  Creates a new project.

  Scheduled

  Action

• Teamwork

  Adds people to a project.

  Scheduled

  Action

• Teamwork

  Creates a new status.

  Scheduled

  Action

• Teamwork

  Creates a new task comment.

  Scheduled

  Action

• Teamwork

  Creates a new task.

  Scheduled

  Action

• Teamwork

  Creates a new task list.

  Scheduled

  Action

• Teamwork

  Creates new time entry on a project.

  Scheduled

  Action

• Teamwork

  Creates new time entry on a task.

  Scheduled

  Action

• Teamwork

  Updates an existing task.

  Scheduled

  Action

• Teamwork

  Finds a calendar event by searching.

  Scheduled

  Action

• Teamwork

  Finds a column by searching.

  Scheduled

  Action

• Teamwork

  Finds a company by searching.

  Scheduled

  Action

• Teamwork

  Finds a file comment by searching.

  Scheduled

  Action

• Teamwork

  Finds a file by searching.

  Scheduled

  Action

• Teamwork

  Finds a link comment by searching.

  Scheduled

  Action

• Teamwork

  Finds a link by searching.

  Scheduled

  Action

• Teamwork

  Finds a message by searching.

  Scheduled

  Action

• Teamwork

  Finds a milestone comment by searching.

  Scheduled

  Action

• Teamwork

  Finds a milestone by searching.

  Scheduled

  Action

• Teamwork

  Finds a notebook comment by searching.

  Scheduled

  Action

• Teamwork

  Finds a notebook by searching.

  Scheduled

  Action

• Teamwork

  Finds a person by searching.

  Scheduled

  Action

• Teamwork

  Finds a project by searching.

  Scheduled

  Action

• Teamwork

  Finds a task comment by searching.

  Scheduled

  Action

• Teamwork

  Finds a task list by searching.

  Scheduled

  Action

• Teamwork

  Finds a task by searching.

  Scheduled

  Action

• Teamwork

  Finds a calendar event by searching.

  Scheduled

  Action

• Teamwork

  Finds a column by searching.

  Scheduled

  Action

• Teamwork

  Finds a company by searching.

  Scheduled

  Action

• Teamwork

  Finds a file comment by searching.

  Scheduled

  Action

• Teamwork

  Finds a file by searching.

  Scheduled

  Action

• Teamwork

  Finds a link comment by searching.

  Scheduled

  Action

• Teamwork

  Finds a link by searching.

  Scheduled

  Action

• Teamwork

  Finds a message by searching.

  Scheduled

  Action

• Teamwork

  Finds a milestone comment by searching.

  Scheduled

  Action

• Teamwork

  Finds a milestone by searching.

  Scheduled

  Action

• Teamwork

  Finds a notebook comment by searching.

  Scheduled

  Action

• Teamwork

  Finds a notebook by searching.

  Scheduled

  Action

• Teamwork

  Finds a person by searching.

  Scheduled

  Action

• Teamwork

  Finds a project by searching.

  Scheduled

  Action

• Teamwork

  Finds a task comment by searching.

  Scheduled

  Action

• Teamwork

  Finds a task list by searching.

  Scheduled

  Action

• Teamwork

  Finds a task by searching.

  Scheduled

  Action