Simplicate + Teamwork
Create tasks in Teamwork for new sales accepted in Simplicate
Efficiently manage your tasks with this simple workflow between Simplicate and Teamwork. When a sales opportunity is marked as accepted in Simplicate, a new task will be created in Teamwork to keep your team updated and organized. Streamline your sales process and ensure work is delegated effectively with this seamless automation.
Efficiently manage your tasks with this simple workflow between Simplicate and Teamwork. When a sales opportunity is marked as accepted in Simplicate, a new task will be created in Teamwork to keep your team updated and organized. Streamline your sales process and ensure work is delegated effectively with this seamless automation.
- When this happens...
Sales AcceptedTriggers when sales processes are accepted.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Create TaskCreates a new task.
ActionWriteCreate a new record or update an existing record in your app.
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Invoices Paid
Triggers when invoices are paid.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Companies
Triggers when new companies are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Employees
Triggers when new employees are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Projects
Triggers when new projects are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Services
Triggers when new services are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planQuotes Sent
Triggers when quotes are sent in a sales process.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Companies
Triggers when companies are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Employees
Triggers when employees are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Projects
Triggers when projects are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Services
Triggers when services or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planFirst NameRequired
Initials
Family Name Preposition
Family NameRequired
GenderRequired
Relation Type
Email
Phone
Street and House Number
Zip Code
City
Country Code
Note
Company ID
Function
Email
Phone
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project IDRequired
Amount
Price
Invoice from
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SubjectRequired
Company IDRequired
Contact ID
Expected Revenue
Start Date
End Date
Source
Chance to Score
Responsible Employee ID
Progress
Organization Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Street and House Number
Zip Code
City
Country Code
Relation Type
KVK
Person ID
Function
Email
Phone
Phone
Email
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
NameRequired
Project Number
Company IDRequired
Status
Start Date
End Date
Project Manager ID
Invoice Reference
Company Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appProject IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Calendar Event
Triggered when you add a new calendar event.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Card
Triggered when you add a new card.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Comment
Triggered when you add a new comment.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Expense
Triggered when you add a new expense.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Invoice
Triggered when you add a new invoice.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message
Triggered when you add a new message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Milestone
Triggered when you add a new milestone.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggered when you add a new person.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Status
Triggered when you add a new status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task List
Triggered when you add a new task list.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Time Entry
Triggered 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
Content Type
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
Content Type
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
Content Type
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.Card IDRequired
Destination Column IDRequired
Old Column ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project
NotebookRequired
Add CommentRequired
Content Type
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
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
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
Start Date
End Date
Category
Tags
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
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Private to Owner Company?
Who can see it?
Priority
Board Column
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
Start Date
Due Date
Who is responsible?
Notify
Private to Owner Company?
Who can see it?
Priority
Board Column
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 appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 foundNameRequired
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 foundSearch ForRequired
ProjectRequired
File NameRequired
FileRequired
Display Name
Description
Category Name
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 foundTitleRequired
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 foundSearch ForRequired
Project
MilestoneRequired
Add CommentRequired
Content Type
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 foundSearch ForRequired
Project
NotebookRequired
Add CommentRequired
Content Type
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 foundSearch ForRequired
CompanyRequired
First NameRequired
Last NameRequired
EmailRequired
User TypeRequired
Private Notes
Send Invite
Send Invite With Message
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSearch ForRequired
Project
Task List
TaskRequired
Add CommentRequired
Content Type
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 foundSearch ForRequired
ProjectRequired
Task ListRequired
ContentRequired
Description
Start Date
Due Date
Who is responsible?
Notify
Create as Another User
Private to Owner Company?
Who can see it?
Priority
Board Column
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
Invoices Sent
Triggers when an invoice is sent.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Contacts
Triggers when new contacts are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Hours
Triggers when new hours are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Sales
Triggers when new sales are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Timeline Notes
Triggers when new timeline notes are created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planSales Accepted
Triggers when sales processes are accepted.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Contacts
Triggers when contacts created or are updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Hours
Triggers when hours or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew or Updated Sales
Triggers when sales are created or updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Street and House Number
Zip Code
City
Country Code
Relation Type
KVK
Person ID
Function
Email
Phone
Phone
Email
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Sales IDRequired
Default Service IDRequired
Revenue Group ID
VAT Code ID
Amount
Price
Track Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project Number
Company IDRequired
Status
Start Date
End Date
Project Manager ID
Invoice Reference
Company Profile ID
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Posted byRequired
Organization ID
Employee ID
Person ID
Sales ID
Project ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
First NameRequired
Initials
Family Name Preposition
Family NameRequired
GenderRequired
Relation Type
Email
Phone
Street and House Number
Zip Code
City
Country Code
Note
Company ID
Function
Email
Phone
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.IDRequired
SubjectRequired
Company IDRequired
Contact ID
Expected Revenue
Start Date
End Date
Source
Chance to Score
Responsible Employee ID
Progress
Status
Note
Custom Field 1 - Name
Custom Field 1 - Value
Custom Field 2 - Name
Custom Field 2 - Value
Custom Field 3 - Name
Custom Field 3 - Value
Custom Field 4 - Name
Custom Field 4 - Value
Custom Field 5 - Name
Custom Field 5 - Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appContact E-mail addressRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSales IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCalendar Event Reminder
Triggered when a calendar event reminder is sent.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Column
Triggered when you add a new column.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Company
Triggered when you add a new company.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New File
Triggered when you add a new file.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Link
Triggered when you add a new link.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Message Reply
Triggered when you add a new message reply.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Notebook
Triggered when you add a new notebook.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggered when you add a new project.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Risk
Triggered when you add a new risk.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggered 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
Category Name
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.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.Project
Task List
TaskRequired
Add CommentRequired
Content Type
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.Search ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch ForRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch 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 foundSearch ForRequired
Project
FileRequired
Add CommentRequired
Content Type
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 foundSearch ForRequired
Project
LinkRequired
Add CommentRequired
Content Type
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 foundSearch 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 foundSearch 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 foundTitleRequired
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 foundSearch ForRequired
Description
Add Selected Users to this Project
Project Owner
Company
Name of New Company to Create
Start Date
End Date
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 foundSearch 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
About Simplicate
All-in-one CRM and project software: CRM, sales, project management, planning, time registration & invoicing.
Related categories
About Teamwork
Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
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