Connect Saleshandy and Teamwork to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Saleshandy
Choose an Action
Automatically do this!
Create Company
Create Project
Create Person
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 Notebook
Add People to Project
Create Notebook Category
Create Project Category
Create Time Entry on 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 Notebook
Find Calendar Event
Create Link
Ready to use Saleshandy and Teamwork automations
Explore more automations built by businesses and experts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggered when you add a new task.
New Comment
Triggered when you add a new comment.
New Company
Triggered when you add a new company.
New Expense
Triggered when you add a new expense.
New File
Triggered when you add a new file.
New Invoice
Triggered when you add a new invoice.
Do thisActions
Action is the task that follows automatically within your Saleshandy integrations.
Create Prospect/Add Prospect to Sequence
create prospects in saleshandy
Assign Prospect Tag
Assign one or more existing or new tags to a prospect identified by email.
Mark Prospect Status
Update a prospect's sequence status (active, paused, finished, replied, unsubscribed) using the prospect's email and sequence ID or name.
Create Company
Creates a new company.
Create Project
Creates a new project.
Create Person
Creates a new person.
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Frequently Asked Questions
To start, connect both your Saleshandy and Teamwork accounts to viaSocket. Once connected, you can set up a workflow where an event in Saleshandy triggers actions in Teamwork (or vice versa).
Absolutely. You can customize how Saleshandy 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 Saleshandy 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 Saleshandy 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.
About Saleshandy
With Saleshandy, businesses send personalized emails and automated follow-ups on a large scale to generate qualified leads and drive increased sales.
Learn MoreAbout 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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