TeamworkIQ Workflow Processes Integrations

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Microsoft, Spreadsheets

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CRM (Customer Relationship Management)

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Popular ways to use TeamworkIQ Workflow Processes workflows

Send Slack messages for new actionable tasks in TeamworkIQ Workflow Processes
Try it
TeamworkIQ Workflow Processes + Slack
More details
When this happens
Step 1: New Actionable Task
Then do this
Step 2: Find User by Email
Then do this
Step 3: Send Direct Message
See Zap details Try it
Send Slack messages for new actionable tasks in TeamworkIQ Workflow Processes
Send Slack messages for new actionable tasks in TeamworkIQ Workflow Processes
TeamworkIQ Workflow Processes + Slack
Relay Slack messages for new past due tasks in TeamworkIQ Workflow Processes
Try it
TeamworkIQ Workflow Processes + Slack
More details
When this happens
Step 1: New Past Due Task
Then do this
Step 2: Find User by Email
Then do this
Step 3: Send Direct Message
See Zap details Try it
Relay Slack messages for new past due tasks in TeamworkIQ Workflow Processes
Relay Slack messages for new past due tasks in TeamworkIQ Workflow Processes
TeamworkIQ Workflow Processes + Slack
Launch workflow processes in TeamworkIQ for new leads in Salesforce
Premium
Try it
Salesforce + TeamworkIQ Workflow Processes
More details
When this happens
Step 1: New Record
Then do this
Step 2: Launch Process From Template
See Zap details Try it
Launch workflow processes in TeamworkIQ for new leads in Salesforce
Premium
Launch workflow processes in TeamworkIQ for new leads in Salesforce
Salesforce + TeamworkIQ Workflow Processes
Start processes in TeamworkIQ from newly-completed workflow processes in TeamworkIQ
Try it
TeamworkIQ Workflow Processes
More details
When this happens
Step 1: New Completed Process
Then do this
Step 2: Launch Process From Template
See Zap details Try it
Start processes in TeamworkIQ from newly-completed workflow processes in TeamworkIQ
Start processes in TeamworkIQ from newly-completed workflow processes in TeamworkIQ
TeamworkIQ Workflow Processes
Post Slack messages for new completed workflows processes in TeamworkIQ
Try it
TeamworkIQ Workflow Processes + Slack
More details
When this happens
Step 1: New Completed Process
Then do this
Step 2: Send Channel Message
See Zap details Try it
Post Slack messages for new completed workflows processes in TeamworkIQ
Post Slack messages for new completed workflows processes in TeamworkIQ
TeamworkIQ Workflow Processes + Slack
Create contacts in Surefire from leads in new TeamworkIQ Workflow Processes
Try it
TeamworkIQ Workflow Processes + Surefire CRM
More details
When this happens
Step 1: New Started Process
Then do this
Step 2: Create Contact
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Create contacts in Surefire from leads in new TeamworkIQ Workflow Processes
Create contacts in Surefire from leads in new TeamworkIQ Workflow Processes
TeamworkIQ Workflow Processes + Surefire CRM
Start monthly processes in TeamworkIQ
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Schedule by Zapier + TeamworkIQ Workflow Processes
More details
When this happens
Step 1: Every Month
Then do this
Step 2: Launch Process From Template
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Start monthly processes in TeamworkIQ
Start monthly processes in TeamworkIQ
Schedule by Zapier + TeamworkIQ Workflow Processes
Launch weekly TeamworkIQ processes
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Schedule by Zapier + TeamworkIQ Workflow Processes
More details
When this happens
Step 1: Every Week
Then do this
Step 2: Launch Process From Template
See Zap details Try it
Launch weekly TeamworkIQ processes
Launch weekly TeamworkIQ processes
Schedule by Zapier + TeamworkIQ Workflow Processes

Supported triggers and actions

What does this mean?

New Completed Task
Triggers when a specific Task is completed. Provides Task and Process data for use in Actions.
Trigger
Scheduled
New Completed Process
Triggers when a specific Process is completed. Provides Process data for use in Actions.
Trigger
Scheduled
New Past Due Task
Triggers when a specific Task becomes past due. Provides Task and Process data for use in Actions.
Trigger
Scheduled
New Activity Stream Event
Triggers when process or task events match various criteria. Returns event, task and process details.
Trigger
Scheduled
New Actionable Task
Triggers when a specific Task becomes actionable. Provides Task and Process data for use in Actions.
Trigger
Scheduled

New Reopened Task
Triggers when a specific Task is reopened. Provides Task and Process data for use in Actions.
Trigger
Scheduled
New Skipped Task
Triggers when a specific Task is skipped. Provides Task and Process data for use in Actions.
Trigger
Scheduled

New Started Process
Triggers when a specific Process is started. Provides Process data for use in Actions.
Trigger
Scheduled

TeamworkIQ Workflow Processes
Triggers when a specific Process is stopped. Provides Process data for use in Actions.
Scheduled
Trigger
TeamworkIQ Workflow Processes
Converts Base64 data into a file. For example an image, PDF or another kind of file
Scheduled
Action
TeamworkIQ Workflow Processes
Converts a File into base64 data. Returns file name, base64 encoded file contents, and MIME type (if available).
Scheduled
Action
TeamworkIQ Workflow Processes
Stops a process
Scheduled
Action
TeamworkIQ Workflow Processes
Completes a task. If the task has a form, you may want to use Update Form Data instead
Scheduled
Action
TeamworkIQ Workflow Processes
Returns tasks matching various criteria
Scheduled
Action
TeamworkIQ Workflow Processes
Publishes any draft form data for the task without completing the task
Scheduled
Action
TeamworkIQ Workflow Processes
Select the action to perform on the target task, then specify which process and task below.
Scheduled
Action
TeamworkIQ Workflow Processes
Reopens a task that has been completed or skipped
Scheduled
Action
TeamworkIQ Workflow Processes
Skips a task or an entire branch of the process
Scheduled
Action
TeamworkIQ Workflow Processes
Starts a task
Scheduled
Action
TeamworkIQ Workflow Processes
Updates the form field data for a task, then allows you to complete the task, publish the data or save the data as a draft
Scheduled
Action
TeamworkIQ Workflow Processes
Starts a new Process from a Template. If the process has a Launch Form, required form fields values must be provided to start the process.
Scheduled
Action
TeamworkIQ Workflow Processes
Gets the current data, info, roles, assignees and tasks for a process
Scheduled
Action

About TeamworkIQ Workflow Processes

The TeamworkIQ Workflow Processes App for Zapier enables you to integrate TeamworkIQ processes, workflows and automated checklists with thousands of other apps. Extensive triggers and actions enable you to launch repeatable workflows, update tasks and forms, get and set data, and apply conditional logic to your TeamworkIQ processes.

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Team Collaboration

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