Integromat enables you to automate your processes and communication between different applications and services, transferring and transforming data without the need for manual input.
Using Integromat allows you to connect Teamwork to any service in Integromat's list of supported apps and services, allowing you to create multi-step integrations in no time.
By creating scenarios that will watch for new data in one app or service, you can then set up triggers for Integromat to run in another app.
Within Integromat, you can set up scenarios between Teamwork and Gmail using a template.
Using Integromat's scenario template, you can easily set up a scenario create a new task in Teamwork when a new email is received in your Gmail account.
Click the green Create new scenario from template button in the bottom left of the template window.
In step 1, click the Add button to the right of the Connection field to log in and grant access to your Gmail account. If you have existing connections to Gmail set up, you can select one from the connection dropdown.
You can then select a specific folder within your Gmail account, set a filter type, and set criteria.
- Folder - choose an individual folder in your Gmail account to watch for.
- Filter type:
- Simple filter:
- Criteria - all emails, only read emails, only unread emails.
- Sender email address - processes only emails sent from a specific email address.
- Subject - processes only emails containing a specified character string in the subject.
- Search phrase - processes only emails containing a specified character string anywhere.
- Gmail filter
Click the blue Continue button at the bottom of the window, then choose where you would like the scenario to begin. Click OK to proceed to the next step of the setup.
In Step 2, click the Add button to the right of the connection field to log in to your Teamwork site and authorize the connection. If you already have a connection set up, you can select it from the dropdown.
Click Continue to proceed to Step 2, where you can set:
- Search customers by:
- First name
- Last name
- Customer's email
- Limit - set a maximum number of results.
Click Continue to proceed to Step 3 where you can set the relevant properties for the ticket when it is created in Teamwork Desk.
- Task list
- Assigned users
- Estimated time
- Start date
- Due date
Once you click OK, the template set up will be complete.
Click the Save button in the Controls section of the navigation menu at the bottom of the screen. You can then use the blue play button to run the scenario once or turn the scheduling switch on and set up an interval for the scenario to run.
You can read more about this integration via Integromat's documentation for integrating with Teamwork as well as explore more template options.
Additionally, you can reach out to Integromat for support using their support center.
For more information, see: Connecting Teamwork to Integromat