Teamwork for Workflows

Empower Your Projects, Teams, and Collaboration

Teamwork for Workflows revolutionizes how your agency handles project management, collaboration, and task tracking. With a comprehensive suite of actions and triggers, you can seamlessly integrate Teamwork into your processes, ensuring every project runs efficiently from start to finish.

Project Automation

Contact Management

Customer Operations

Workflow Scalability

Detailed Information

Actions

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Create Person

Add new team members to your database for streamlined collaboration.

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Get Person

Access detailed information about individuals in your Teamwork environment.

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Update Person & Delete Person

Keep your records accurate by modifying or removing user data as needed.

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Create Company

Add new companies to your records for better client and stakeholder management.

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Get, Update, Delete Company

Manage company profiles effortlessly.

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Create Project

Initiate new projects to organize your team’s work effectively.

Detailed Information

Triggers

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Task Created/Updated/Deleted

Automate processes when tasks are created, modified, or removed.

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Company Customer Created/Updated

React to project lifecycle events for better workflow control.

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Task List Created

Stay notified when new task lists are added.

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Time Entry Created

Trigger actions based on new time logs.

Detailed Information

Use Cases

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Automate Client Onboarding

Automatically create companies and add team members when a new client signs up.

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Streamline Project Kickoff

Instantly create projects, task lists, and assign team members to accelerate project initiation.

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Enhance Task Tracking

Trigger actions when tasks are created or updated to keep stakeholders informed in real time.

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Centralize Communication

Use message and comment actions to ensure all project discussions are captured and easily accessible.

Teamwork for Workflows

Why Choose Teamwork for Workflows?

  • Comprehensive Toolset
    From task creation to time entry tracking, manage every aspect of your projects with ease.

  • Customizable Automations
    Tailor actions and triggers to fit your agency’s unique processes.

  • Trusted Partner
    Developed by Level Up Marketplace, providing award-winning support and expertise to help your agency thrive.

Apps Installation and Integration

Custom Actions

Create Person

Get Person

Delete Person

Update Person

Create Company

Get Company

Update Company

Delete Company

Create Project

Get Project

Update Project

Delete Project

Create Task List

Get Task List

Update Task List

Delete Task List

Add People To Project

Create Calender Event

Create Calendar Event

Create Column

Create Expense

Create File Category

Create Invoice

Create Link

Create Link Category

Create Message

Create Category

Create Message Reply

Create MileStone

Create NoteBook

Create NoteBook

Create Project

Create User Status

Create Task

Create Time Entry

Create Time Entry task

Mark Task

Update Task

Get Calendar Event

Get Column

Get Link

Get Message

Get Milestone

Get NoteBook

Get Task

Create Link Comment

Create Task Comment

Create Milestone

Create Notebook

Custom Triggers

Task Created

Task Updated

Task Deleted

Project Created

Project Updated

Project Deleted

Time Entry Created

Task List Created

Status Added

Milestone Created

Message Created

Message Reply

Link Created

File Created

Expense Created

Comment Added

Notebook Created

Risk Created

Invoice Created

Calendar Event

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