
When this happens...
New Ticket
New Customer
Customer Updated
New Note on Ticket
Ticket Assigned
Ticket Unassigned
New Agent Reply
Thread Edited
New Customer Reply

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 ticket is created.
Triggers when a new customer is added.
Triggers when a customer's details are updated.
Triggers when a new note is added to a ticket.
Triggers when a ticket is assigned to a team member.
Ticket Unassigned
Action is the task that follows automatically within your Teamwork Desk integrations.
Creates a new customer
Assigns a ticket to a specific team member.
Link task to ticket
Unassigns the selected ticket.
Update Customer
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To start, connect both your Teamwork Desk and Teamwork accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork Desk triggers actions in Teamwork (or vice versa).
Absolutely. You can customize how Teamwork Desk 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 Teamwork Desk 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 Teamwork Desk 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.
Teamwork Desk is a customer support software that helps teams manage and resolve customer queries efficiently. It offers a range of features including ticket management, automation, and reporting to streamline customer support operations.
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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