
When this happens...
New Task
New Comment
New Company
New Expense
New File
New Invoice
New Link
New Message
New Message Reply
New Milestone
New Notebook
New Project
New Task List
New Time Entry

Automatically do this!
Update Account
Create Deal
Update Deal
Add Note to Contact
Find User
Create Note
Find Account
Find Deal
Create Account
Update Contact
Upsert Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when you add a new task.
Triggered when you add a new comment.
Triggered when you add a new company.
Triggered when you add a new expense.
Triggered when you add a new file.
Triggered when you add a new invoice.
Action is the task that follows automatically within your Teamwork integrations.
Creates a new company.
Creates a new project.
Creates a new person.
Creates a new task.
Creates a new task list.
Creates a new link category.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Teamwork and Freshsales Suite accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork triggers actions in Freshsales Suite (or vice versa).
Absolutely. You can customize how Teamwork data is recorded in Freshsales Suite. This includes choosing which data fields go into which fields of Freshsales Suite, setting up custom formats, and filtering out unwanted information.
The data sync between Teamwork and Freshsales Suite 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 Freshsales Suite. 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 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 MoreFreshsales Suite is a comprehensive CRM solution that combines sales, marketing, and support functionalities into one unified platform. It helps businesses streamline their sales processes, manage customer relationships, and improve overall efficiency.
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