Connect Teamwork and salespanel to Build Intelligent Automations

Choose a Trigger

Teamwork

When this happens...

Choose an Action

salespanel

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Enable Integrations or automations with these events of Teamwork and salespanel

Enable Integrations or automations with these events of Teamwork and salespanel

Triggers

New Task

New Task

Triggered when you add a new task.

New Comment

New Comment

Triggered when you add a new comment.

New Company

New Company

Triggered when you add a new company.

New Expense

New Expense

Triggered when you add a new expense.

New File

New File

Triggered when you add a new file.

New Invoice

New Invoice

Triggered when you add a new invoice.

Actions

Create Company

Create Company

Creates a new company.

Create Project

Create Project

Creates a new project.

Create Person

Create Person

Creates a new person.

Create Task

Create Task

Creates a new task.

Create Task List

Create Task List

Creates a new task list.

Create Link Category

Create Link Category

Creates a new link category.

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Frequently Asked Questions

How do I start an integration between Teamwork and salespanel?

To start, connect both your Teamwork and salespanel accounts to viaSocket. Once connected, you can set up a workflow where an event in Teamwork triggers actions in salespanel (or vice versa).

Can we customize how data from Teamwork is recorded in salespanel?

Absolutely. You can customize how Teamwork data is recorded in salespanel. This includes choosing which data fields go into which fields of salespanel, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Teamwork and salespanel?

The data sync between Teamwork and salespanel typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Teamwork to salespanel?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Teamwork and salespanel?

Yes, you can set conditional logic to control the flow of data between Teamwork and salespanel. 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

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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salespanel

About salespanel

Salespanel brings all your leads in a single screen when they engage with your emails, marketing newsletters, website page or webforms.

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