Teamwork Desk + Teamwork CRM Integrations
How to connect Teamwork Desk + Teamwork CRM
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New Agent ReplyTriggers when an agent sends a new reply.Trigger- New CustomerTriggers when a new customer is created.Trigger
- New Customer ReplyTriggers when a customer sends a new reply.Trigger
- Thread EditedTriggers when a thread has been edited.Trigger
- Ticket AssignedTriggers when a ticket is assigned.Trigger
- New TicketTriggers when a new ticket is created.Trigger
- New Ticket NoteTriggers when a ticket note is created.Trigger
- Ticket UnassignedTriggers when a ticket is unassigned.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
- Teamwork CRM
Triggered when you add a new activity.
Instant
Trigger
- Teamwork CRM
Triggered when a activity is updated or deleted.
Instant
Trigger
- Teamwork CRM
Triggered when you add a new company.
Instant
Trigger
- Teamwork CRM
Triggered when you add a new contact.
Instant
Trigger
- Teamwork CRM
Triggered when you add a new deal.
Instant
Trigger
- Teamwork CRM
Triggered when a deal is updated or deleted.
Instant
Trigger
- Teamwork CRM
Triggered when you add a new file.
Instant
Trigger
- Teamwork CRM
Triggered when you add a new note.
Instant
Trigger
- 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
How Teamwork Desk + Teamwork CRM Integrations Work
- Step 1: Authenticate Teamwork Desk and Teamwork CRM.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.
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