Automate.io is an automation tool
that enables you to connect your cloud
applications and automate your business
processes via the use of bots.
Automate.io
will be removed as a
product
offering from October 31st,
2022.
Existing
accounts can continue to use
Automate.io until
that point, however new accounts can
no longer be
set up.
Within Automate.io, you can connect
Teamwork to a variety of other third party
applications to create simple or
multi-step automation processes.
You will first need to add Teamwork
to your Automate.io apps list and connect to your Teamwork
account.
Creating a bot
Go to the Bots tab and click
the Create a Bot button to create
a new automation process.
When creating a bot, you will need
to select a trigger app and an action
app.
- If an event occurs in App A (trigger app),
then perform a specific action in App B
(action app).
Once you have selected your trigger
app, you will also need to specify a trigger
event.
You can the choose your action app
and corresponding action to be carried
out.
Teamwork triggers and
actions
Currently, the following triggers
and actions are available for Teamwork:
- Triggers:
- New
task
- New task
list
- New calendar
event
- Actions
- Add a
task
- Add a calendar
event
Example: Teamwork and
Gmail
In the following example, Gmail has
been set as the trigger app with
the New Email trigger event.
Teamwork is the action app with Add a
Task as the action event.
When a new email is received to your
connected Gmail account and matches your set
conditions, a task should be created in your
Teamwork site.
For Gmail's new email trigger, you
can customize further:
- Folder / Label - choose a Gmail folder in
which to search for new emails.
- Search Filter - apply additional filters
to the emails.
- Output Fields
When using Teamwork to add a task,
you will need to specify:
- A project and task list in which to create
the new tasks.
- Task Title - type a custom title for the
task. You can also use the + icon to view and select from
a list of Gmail properties such as
subject, recipient name, or sender
name.
- Optionally, you can set task properties
such as assignee, dates, or
priority.
If you want to add additional action
apps to your bot, click the
blue + icon on the right of
the screen.
Once you have set your requirements
for the bot, click
the Save button in the top
right corner.
You will be brought to an activation
page where your bot will be disabled by
default. Use the toggle to turn on your bot
and proceed to the testing step.
In the Test step, you have the
option to test your bot with live or test
data.
For more information, see: Connecting Teamwork to
Automate.io