Automate Teamwork workflows — from lead to invoice
Connect Teamwork to your CRM, helpdesk, billing, and AI to cut manual setup, speed billing, and improve delivery — no code required.
Ready to use Teamwork automations
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Triggers and Actions in Teamwork Automations
viaSocket makes it simple to connect Teamwork and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your Teamwork integrations.
Create Company
Creates a new company.
Create Project
Creates a new project.
Create User
Creates a new user.
Create Task
Creates a new task.
Create Task List
Creates a new task list.
Create Link Category
Creates a new link category.
How to get started with Teamwork automations
Automate when something happens in Teamwork
Login -> Create new flow -> Select trigger -> Search Teamwork -> Choose the trigger from the list
Take action in Teamwork when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Teamwork -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
No. viaSocket offers no-code connectors and prebuilt templates so business users can create automated workflows between Teamwork and other apps without writing code.
Common connections include CRMs, helpdesk tools, accounting/billing platforms, Slack or email, and calendar apps. viaSocket maps fields and actions so data flows automatically between systems.
viaSocket uses AI to summarize updates, classify and route incoming requests, and generate task lists from unstructured inputs (like emails or meeting notes). You control triggers, review steps, and approval rules so AI speeds work without losing oversight.
Yes. viaSocket uses encrypted connections and follows best practices for access controls and data handling. You decide permissions and which fields are shared between apps.
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.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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