Connect Teamwork and Salesflare
Integrate Teamwork with Salesflare to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Company in Teamwork when New Account in Salesflare
Create Project in Teamwork when New Account in Salesflare
Create Link Category in Teamwork when New Account in Salesflare
Create Message Category in Teamwork when New Account in Salesflare
Create Calendar Event Type in Teamwork when New Account in Salesflare
Popular Teamwork + Salesflare 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
Salesflare
Automatically do this!
Find account
Find Contact
Find Opportunity
Find Person
Find Pipeline Stage
Find User
Find a Workflow
Add Contact to Account
Add User to Account
Create Account
Create Call
Create Contact
Create Internal Note
Create Meeting
Remove a Contact From Workflow
Create Opportunity
Create Task
Update Account
Update Contact
Update Opportunity
List Accounts
List Contacts
List Opportunities
List Users
List Pipelines
Create Company in Teamwork when New Account in Salesflare
Use this flowCreate Project in Teamwork when New Account in Salesflare
Use this flowCreate Link Category in Teamwork when New Account in Salesflare
Use this flowCreate Message Category in Teamwork when New Account in Salesflare
Use this flowCreate Calendar Event Type in Teamwork when New Account in Salesflare
Use this flowCreate File Category in Teamwork when New Account in Salesflare
Use this flowCreate Task Comment in Teamwork when New Account in Salesflare
Use this flowCreate Project Documentation in Teamwork when New Account in Salesflare
Use this flowCreate Notebook Comment in Teamwork when New Account in Salesflare
Use this flowFind Links in Teamwork when New Account in Salesflare
Use this flowSupported Triggers & Actions
Everything you can automate between Teamwork and Salesflare.
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.
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 Salesflare
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Teamwork and Salesflare 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 Salesflare 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 Salesflare. No coding required.
Yes. You can set up a workflow where Teamwork triggers actions in Salesflare, and a separate workflow where Salesflare 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 Salesflare. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamwork and Salesflare integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
