
When this happens...
New Bot
New Message
New Folder
New Conversation
New Documents

Automatically do this!
Create Company
Create Project
Create User
Create Task
Create Task List
Create Link Category
Create Message Category
Create Calendar Event Type
Create File Category
Create Message Reply
Create Task Comment
Create Project Documentation
Add User to Project
Create Notebook Category
Create Project Category
Log Time to Task
Create File Comment
Create Link Comment
Create Message
Create Notebook Comment
Mark Task Complete
Create Milestone Comment
Create Calendar Event
Create Expense
Create Invoice
List All Projects
Find Forms
List All Time Entries
Find People
Find Workflows
Find Tasks
Find Companies
Find Tasklists
Find Files
Find Links
Find Messages
Find Milestones
Find Project Documentation
Find Calendar Event
Create Link
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new bot is created.
Triggered when a new message is created.
Triggered when a new folder is created.
Triggered when a new conversation is created.
Triggered when a new document is created.
Triggered when you add a new task.
Action is the task that follows automatically within your Cody.ai integrations.
Uploads text content to a new document in your knowledge base.
The "Create Document from Webpage" action extracts content from a provided URL and saves it as a document in your knowledge base.
Delete a Document
creating a new folder
Create a Conversation
Send a Message

Connect Teamwork.com with Slack, Google Sheets, and email using viaSocket to trigger real-time notifications, auto-create tasks from external requests, sync live reports, and automate client updates, deadlines, onboarding, and billing.

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To start, connect both your Cody.ai and Teamwork accounts to viaSocket. Once connected, you can set up a workflow where an event in Cody.ai triggers actions in Teamwork (or vice versa).
Absolutely. You can customize how Cody.ai data is recorded in Teamwork. This includes choosing which data fields go into which fields of Teamwork, setting up custom formats, and filtering out unwanted information.
The data sync between Cody.ai and Teamwork typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Cody.ai and Teamwork. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Cody is an intelligent AI assistant like ChatGPT – with the added benefit of being able to train it on your business, your team, your processes, and your clients with your own knowledge base. Use Cody as an employee to support your team, answer questions, help with creative work, troubleshoot issues, and brainstorm ideas.
Learn MoreTeamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
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