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What
Create automations to send HTTP requests to a specified URL when a trigger event occurs.
Why
  • Expand your automated workflows by connecting them to other third-party platforms.
  • Stay in the loop from anywhere as work progresses through critical steps.
Who
  • Site admins, project admins, and standard users (all in the owner company)
When
You want to reduce manual work as much as possible by eliminating the need for your team to remember to follow up in Teamwork as tasks progress.
  • Ex: You want to track design requests in a Google spreadsheet to share and review with a client. Create a HTTP request automation to populate task details in a worksheet when tasks are tagged with an "Illustration" tag in Teamwork.
What
Create automations to send HTTP requests to a specified URL when a trigger event occurs.
Why
  • Expand your automated workflows by connecting them to other third-party platforms.
  • Stay in the loop from anywhere as work progresses through critical steps.
Who
  • Site admins, project admins, and standard users (all in the owner company)
When
You want to reduce manual work as much as possible by eliminating the need for your team to remember to follow up in Teamwork as tasks progress.
  • Ex: You want to track design requests in a Google spreadsheet to share and review with a client. Create a HTTP request automation to populate task details in a worksheet when tasks are tagged with an "Illustration" tag in Teamwork.

Before you start

Hypertext Transfer Protocol (HTTP) allows you to initiate communication and create highly customizable integrations with both internal and external domains.

Create a HTTP automation

Automations are accessible from any project.

  1. Click Jump to in Teamwork's main navigation menu.
  2. Search for and select a project.


     
  3. Select Automate from the project's main navigation menu to open the automations builder.

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  4. Click Custom Automation.
  5. Select a trigger event in the When section. This is the event that'll prompt the corresponding action(s) to occur.
  6. Choose which project (or projects) the trigger should apply to (i.e. only trigger events in these projects will activate the automation). By default, only the current project is selected but you can select more.
  7. Fill out the trigger's property fields. For example, if "Due Date" is your trigger, you can specify the exact time of day on the due date.
  8. Click + add condition below the When section to further refine your trigger with additional criteria. 
  9. Click the action field in the Then section.
  10. Select Send HTTP request from the dropdown.
  11. Fill out the HTTP request's details (options are outlined in the table at the end of this section).
  12. Next:
    1. Stop there: Click Create. 
    2. Keep going: Add additional conditions, then click Create.

The automation is created and will begin running the next time a trigger event occurs.

HTTP request action properties

URL
The request's target HTTP or HTTPS address 
HTTP method
Choose the appropriate request method:
  • GET - request data from a specified resource.
  • POST - send data to a server to create or update a resource.
  • PUT - send data to a server to create or update a resource.
  • PATCH - apply partial modifications to a resource.
  • DELETE - delete the specified resource.
Payload
Specify the HTTP request's contents - fully customized request body formatted as JSON.
📝 Payloads are only available for POST, PUT, and PATCH requests.
💡 Use Markdown syntax to format the appearance of the message. This is especially useful when including task links.
 

Field mapping
Include Teamwork data in your request by combining dynamic fields with your request's static text.
URL
The request's target HTTP or HTTPS address 
HTTP method
Choose the appropriate request method:
  • GET - request data from a specified resource.
  • POST - send data to a server to create or update a resource.
  • PUT - send data to a server to create or update a resource.
  • PATCH - apply partial modifications to a resource.
  • DELETE - delete the specified resource.
Payload
📝 Payloads are only available for POST, PUT, and PATCH requests.
💡 Use Markdown syntax to format the appearance of the message. This is especially useful when including task links.

Field mapping
Include Teamwork data in your request by combining dynamic fields with your request's static text.

Zapier → Google Sheets example

Create a HTTP request automation to add a new row to a Google Sheets spreadsheet when a specific task event occurs in Teamwork.

This example uses Zapier to generate the URL required by the automation to send data from Teamwork to Google Sheets. We'll be going back and forth between Teamwork and Zapier during this setup so we strongly recommend logging in to both accounts in separate browser tabs.

Step 1: Generate a webhook URL in Zapier

  1. Click + Create Zap in your Zapier account.
  2. Search "webhook" in the Trigger section.
  3. Select Webhooks by Zapier from the results.
  4. Choose Catch Hook as the event, then click Continue.

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  5. Click Continue in the Trigger section. 
    📝 The webhook URL is generated in the Test section.
  6. Select Copy beside the generated URL field.
     
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Step 2: Create the automation in Teamwork

  1. Click Jump to in Teamwork's main navigation menu.
  2. Search for and select a project.
  3. Select Automate from the project's main navigation menu to open the automations builder.
  4. Click Custom Automation.
  5. Select a trigger event in the When section. This is the event that'll prompt the corresponding action(s) to occur — we went with "Tag added" for this example.
  6. Choose which project (or projects) the trigger should apply to (i.e. only trigger events in these projects will activate the automation). By default, only the current project is selected but you can select more.
  7. Fill out the trigger's property fields. In our case, we selected an existing tag.
  8. Click the action field in the Then section.
  9. Select Send HTTP request from the dropdown. 
  10. Paste the copied  URL from Zapier.
  11. Choose Post as the HTTP method.

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  12. Populate your Payload content (aka the data used to populate the new Google Sheets row).
    📝 Payload content must be entered in JSON format.
    💡 Combine static text with dynamic fields which allow you to include key task deal properties in your payload content.
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  13. Click Create to complete the automation's setup. 

The automation is created and will run when the next trigger event occurs. Don't take our word for it — we'll test the connection next.
 

Step 3: Test the connection

Trigger the automation in Teamwork to test the Zapier connection:
  1. Switch to the project's Table view. You need to use a project that's included in the automation.
  2. Perform the trigger action. In our example, we'd add the trigger's tag to a task.
  3. Return to the Zap setup in Zapier.
  4. Select Test trigger below the URL field.
  5. Click Continue.

Zapier tests the trigger and will confirm that it's running correctly. If the test fails, it's time to go back and make needed updates.
 

Step 4: Complete the Zap setup in Zapier

  1. Select Google Sheets as the action app.
  2. Choose Create Spreadsheet row as the event.

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  3. Click Continue.
  4. Select the relevant Google account you wish to use. If you don't already have an account authenticated in Zapier, you'll need to do that here.
  5. Configure the automation by selecting what and where to pass data:
    Google Drive
    Select the drive with the spreadsheet you want to link.
    Spreadsheet
    Choose a spreadsheet for the automation to post to.
    Worksheet
    Specify an individual worksheet in the selected spreadsheet.
    Mapped fields
    Map the data being passed via the HTTP request to the desired columns.

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    Google Drive
    Select the drive with the spreadsheet you want to link.
    Spreadsheet
    Choose a spreadsheet for the automation to post to.
    Worksheet
    Specify an individual worksheet in the selected spreadsheet.
    Mapped fields
    Map the data being passed via the HTTP request to the desired columns.

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  6. Click Continue.
  7. Click Test action. Automation magic: The task you added a tag to in the earlier test is added as a row in the linked sheet.

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  8. Click Publish Zap. 

Your automation is live. Now, when the designated tag is added to a task (in the specified project), a new row with the task details carried over via the HTTP request is added.


Best practices

  • Contextual updates: Use supported dynamic field variables to include key task information in payloads.
  • Automate more: Create automations for any repeatable action and save yourself time (and eliminate room for error...or forgetfulness).