
When this happens...
New Customer
Update Customer
New Supplier
Update Supplier
New Contact
Update Contact
New Opportunity
Update Opportunity
New Project
Update Project
New Task
Update Task
New Time
Update Time
New Ticket
New Event
Update Event
Delete Event
New Note
Update Note
Delete Note
Delete Task
New Project task
Update Project Task
Update Project Task Status
Delete Project Task
New Project Subtask
Opportunity Column Updated
Opportunity Status Updated
New Quote
Quote Updated
Supplier Order Created
Supplier Order Updated
Supplier Invoice Created
Delete Ticket
Supplier Invoice Updated
Form Created
Form Updated
Form Status Updated
Product Created
Product Updated
Equipment Created
Equipment Updated
Purchase Created
Purchase Updated
Call Created
Call Updated
Call Deleted
Document Created
Document Updated
Invoice Created
Invoice Updated
Order Created
Order Updated
Order Pdf Generated
Delivery Created
Delivery Updated
Delivery Pdf Generated
Supplier Delivery Updated
Project Subtask Created
Project Subtask Updated

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.
Triggers when a new customer is created.
Triggers when a customer is updated.
Trigger when a new supplier is created.
Triggers when a supplier is updated.
Triggers when a new contact is created.
Triggers when a contact is updated
Action is the task that follows automatically within your karlia integrations.
Retrieve the list of all users
Create an Purchase.
Create an event.
Create an note.
Creates a new time.
Create a Project.

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To start, connect both your karlia and Teamwork accounts to viaSocket. Once connected, you can set up a workflow where an event in karlia triggers actions in Teamwork (or vice versa).
Absolutely. You can customize how karlia 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 karlia 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 karlia 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.
Karlia is the first CRM software to integrate your complete mailboxes with tracking, scheduled mailings, templates and predefined responses. Be twice as productive !
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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