Teamwork CRM + Teamwork Desk Integrations

How to connect Teamwork CRM + Teamwork Desk

Zapier lets you send info between Teamwork CRM and Teamwork Desk automatically—no code required.

When this happens...

Activity Updated or Deleted

Triggered when a activity is updated or deleted.

automatically do this!

Add Reply to Ticket

Add a reply to a ticket.

Supported triggers and actions

What does this mean?

New Activity
Triggered when you add a new activity.
Trigger
Instant
Activity Updated or Deleted
Triggered when a activity is updated or deleted.
Trigger
Instant
New Company
Triggered when you add a new company.
Trigger
Instant
New Contact
Triggered when you add a new contact.
Trigger
Instant
New Deal
Triggered when you add a new deal.
Trigger
Instant

Deal Updated or Deleted
Triggered when a deal is updated or deleted.
Trigger
Instant
New File
Triggered when you add a new file.
Trigger
Instant

New Note
Triggered when you add a new note.
Trigger
Instant

Teamwork CRM
Creates a new activity.
Scheduled
Action
Teamwork CRM
Creates a new company.
Scheduled
Action
Teamwork CRM
Creates a new contact.
Scheduled
Action
Teamwork CRM
Creates a new deal.
Scheduled
Action
Teamwork CRM
Creates a new note.
Scheduled
Action
Teamwork CRM
Creates a new pipeline.
Scheduled
Action
Teamwork CRM
Creates a new product.
Scheduled
Action
Teamwork CRM
Creates a new stage.
Scheduled
Action
Teamwork CRM
Creates a new user.
Scheduled
Action
Teamwork CRM
Finds an activity by searching.
Scheduled
Action
Teamwork CRM
Finds a company by searching.
Scheduled
Action
Teamwork CRM
Finds a contact by searching.
Scheduled
Action
Teamwork CRM
Finds a deal by searching.
Scheduled
Action
Teamwork CRM
Finds a file by searching.
Scheduled
Action
Teamwork CRM
Finds a note by searching.
Scheduled
Action
Teamwork CRM
Finds an activity by searching.
Scheduled
Action
Teamwork CRM
Finds a company by searching.
Scheduled
Action
Teamwork CRM
Finds a contact by searching.
Scheduled
Action
Teamwork CRM
Finds a deal by searching.
Scheduled
Action
Teamwork CRM
Finds a note by searching.
Scheduled
Action
Teamwork Desk
Triggers when an agent sends a new reply.
Instant
Trigger
Teamwork Desk
Triggers when a new customer is created.
Instant
Trigger
Teamwork Desk
Triggers when a customer sends a new reply.
Instant
Trigger
Teamwork Desk
Triggers when a thread has been edited.
Instant
Trigger
Teamwork Desk
Triggers when a ticket is assigned.
Instant
Trigger
Teamwork Desk
Triggers when a new ticket is created.
Instant
Trigger
Teamwork Desk
Triggers when a ticket note is created.
Instant
Trigger
Teamwork Desk
Triggers when a ticket is unassigned.
Instant
Trigger
Teamwork Desk
Add a reply to a ticket.
Scheduled
Action
Teamwork Desk
Assigns ticket to the specified user.
Scheduled
Action
Teamwork Desk
Creates a new customer.
Scheduled
Action
Teamwork Desk
Creates a new ticket.
Scheduled
Action
Teamwork Desk
Links a Teamwork Projects task to a ticket.
Scheduled
Action
Teamwork Desk
Unassigns a ticket.
Scheduled
Action
Teamwork Desk
Updates an existing customer.
Scheduled
Action
Teamwork Desk
Updates an existing ticket.
Scheduled
Action
Teamwork Desk
Find an existing customer by name or email address.
Scheduled
Action
Teamwork Desk
Finds an existing ticket by ticket ID or keyword search.
Scheduled
Action
Teamwork Desk
Find or Create Customer
Scheduled
Action
Teamwork Desk
Find or Create Ticket
Scheduled
Action

How Teamwork CRM + Teamwork Desk Integrations Work

Step 1: Authenticate Teamwork CRM + Teamwork Desk.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.