Zapier allows you to integrate a range of
different web applications by performing
actions in one app when a specific event
occurs in another.
Within Zapier, you can create
project items on your Teamwork.com site using
triggers.
By creating zaps, when a trigger happens
in one app, Zapier will automatically
perform the actions specified in the other
app to automate your workflow.
You will first need to connect your Teamwork.com and
Zapier accounts.
Once the connection has been set up, you can
start creating zaps by hovering over the left
navigation menu and selecting Make a
Zap.
Creating the trigger
You will first need to choose a trigger app.
Click one of your already connected apps, or
search for another app using the search field
at the top.
When creating a Zap, the trigger
and action apps do not have to be the
same.
Once the trigger app is selected, you can
choose which trigger you want to use. In
this example, Teamwork Desk will be the
trigger app, with the trigger event being
whenever a new ticket is created.
You will then need to select an existing
connected account or add a new account for the
chosen app. Once authorized, you can then
customize the properties based on the trigger
selected.
The last step will be to test the connection
for the trigger. Once the test is completed
successfully, you can continue to create the
action for the Zap.
Creating the action
When creating the action, you can choose the
same app again or search for another
app.
When using Teamwork as the action app, you
can set actions such as creating a time entry
on a project, or creating a new project,
message or task.
In this example, Teamwork is
selected as the action app, with the action
being to create a task.
As with the trigger app, you will need to
select which Teamwork.com account you want to run
the action on.
You can then enter the properties for the
action item, as well as select the project
(and task list if relevant), to add the item
to. Once you have entered the required
details, you can review the action and also
send a test to Teamwork.com.
When the setup is complete, you can name your
Zap and turn it on.
In the above example, the zap is set up to
automatically create a task in Teamwork.com each
time a new ticket is added to a specific inbox
in Teamwork Desk.
For more information, see: Teamwork.com Zap Options