Connect Teamwork and Kylas CRM
Integrate Teamwork with Kylas CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Teamwork + Kylas CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamwork
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
Choose an action
Kylas CRM
Automatically do this!
Create or Update Lead
Create Contact
Create Company
Create Deal
Find Contacts
Search Deal
Find Company
Search Lead
Delete Lead
Update Company
Update Contact
Create Deal Note
Create Call Log for Deal
Create or Update Lead in Kylas CRM when New Task in Teamwork
Use this flowCreate Contact in Kylas CRM when New Task in Teamwork
Use this flowCreate Company in Kylas-crm when New Task in Teamwork
Use this flowCreate Deal in Kylas CRM when New Task in Teamwork
Use this flowFind Contacts in Kylas CRM when New Task in Teamwork
Use this flowSearch Deal in Kylas CRM when New Task in Teamwork
Use this flowFind Company in Kylas CRM when New Task in Teamwork
Use this flowSearch Lead in Kylas-crm when New Task in Teamwork
Use this flowDelete Lead in Kylas CRM when New Task in Teamwork
Use this flowUpdate Company in Kylas CRM when New Task in Teamwork
Use this flowSupported Triggers & Actions
Everything you can automate between Teamwork and Kylas CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Apply approved New Task V4 corrections to connection URL lookup, webhook cleanup, and sample text.
New Comment
Apply approved webhook response validation, safe cleanup, sample guidance, and trigger category corrections.
New Company
Triggers when a new company (client) is added to your Teamwork site.
New Expense
Apply approved paginated Project dropdown and clearer help text while preserving webhook behavior.
New File
Runs when a new file is added in Teamwork, optionally limited to a chosen project.
New Invoice
Triggers instantly when a new invoice is created in any Teamwork project.
Do thisActions
Action is the task that follows automatically within your Teamwork integrations.
Create Company
Creates a new company in Teamwork.
Create Project
Creates a new project in Teamwork with optional fields.
Create User
Update Create User action boolean field placeholders to exact 'Select' in the current action version.
Create Task
Create a new task in a Teamwork task list.
Create Task List
Creates a new task list.
Create Link Category
Creates a new link category.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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 moreSimilar apps
About Kylas CRM
Kylas CRM is an enterprise-grade sales CRM for growing businesses to manage leads, contacts, deals, tasks, automation, and team productivity in one place.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Teamwork and Kylas CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Teamwork and Kylas CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Kylas CRM. No coding required.
Yes. You can set up a workflow where Teamwork triggers actions in Kylas CRM, and a separate workflow where Kylas CRM triggers actions in Teamwork. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Teamwork and Kylas CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamwork and Kylas CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
