Enable Integrations or automations with these events of Teamwork and highrise
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.
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.
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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 highrise accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork triggers actions in highrise (or vice versa).
Absolutely. You can customize how Teamwork data is recorded in highrise. This includes choosing which data fields go into which fields of highrise, setting up custom formats, and filtering out unwanted information.
The data sync between Teamwork and highrise 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 highrise. 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 MoreHighrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
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