Connect Teamwork and brokerengine to Build Intelligent Automations
Enable Integrations or automations with these events of Teamwork and brokerengine
Enable Integrations or automations with these events of Teamwork and brokerengine
Triggers
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.
Actions
Create Company
Creates a new company.
Create Project
Creates a new project.
Create Person
Creates a new person.
Create Task
Creates a new task.
Create Task List
Creates a new task list.
Create Link Category
Creates a new link category.
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Frequently Asked Questions
To start, connect both your Teamwork and brokerengine accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork triggers actions in brokerengine (or vice versa).
Absolutely. You can customize how Teamwork data is recorded in brokerengine. This includes choosing which data fields go into which fields of brokerengine, setting up custom formats, and filtering out unwanted information.
The data sync between Teamwork and brokerengine 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 and brokerengine. 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 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.
Learn More
About brokerengine
BrokerEngine is the first and only mortgage broker software guaranteed to grow your revenue while working fewer hours, with push-button automation and workflows that free you up to focus on your highest-value activities.
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