Connect Nutshell and Teamwork to Build Intelligent Automations

Choose a Trigger

Nutshell

When this happens...

Choose an Action

Teamwork

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggered when you add a new task.

New Comment

New Comment

Triggered when you add a new comment.

New Company

New Company

Triggered when you add a new company.

New Expense

New Expense

Triggered when you add a new expense.

New File

New File

Triggered when you add a new file.

New Invoice

New Invoice

Triggered when you add a new invoice.

Do thisActions

Action is the task that follows automatically within your Nutshell integrations.

Find User

Find User

Finds an existing User by email.

Create Company

Create Company

Creates a new Company.

List Users

List Users

Get list of users

List Account

List Account

Get all accounts and associated data in your Nutshell instance.

List Account Type

List Account Type

Get a list of all account types in a Nutshell instance.

List Activities

List Activities

List all activities.

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Frequently Asked Questions

How do I start an integration between Nutshell and Teamwork?

To start, connect both your Nutshell and Teamwork accounts to viaSocket. Once connected, you can set up a workflow where an event in Nutshell triggers actions in Teamwork (or vice versa).

Can we customize how data from Nutshell is recorded in Teamwork?

Absolutely. You can customize how Nutshell 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.

How often does the data sync between Nutshell and Teamwork?

The data sync between Nutshell and Teamwork typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Nutshell to Teamwork?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Nutshell and Teamwork?

Yes, you can set conditional logic to control the flow of data between Nutshell 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.

Nutshell

About Nutshell

Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.

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Teamwork

About Teamwork

Teamwork 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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