Teamwork is a work and project management tool that helps teams improve collaboration, visibility, and accountability.
Teamwork currently provides 7 triggers that can start a workflow and 18 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
New Task
Fires when a task is created.
New Person
Fires when a new person (user/contact) is added.
New Comment
Fires when a new comment is posted.
New Message
Fires when a new message is posted (in project messages or discussions).
New File
Fires when a new file is added.
New Expense
Fires when a new expense entry is added.
New Invoice
Fires when a new invoice is created.
Create Project
Create a new project (name, description, belongs to company, dates, etc.).
Create Task List
Add a new task list under a project.
Create Task
Add a new task under a project with description, due date, assignee, tags, etc.
Mark Task Complete
Set a task’s status to complete.
Create Company
Create a new company in Teamwork.
Create Person
Create a new user/contact (name, email, invite options).
Update Task
Modify a task’s fields (due date, assignee, content, priority, etc.).
Create Task Comment
Leave a comment in a task.
Create Time Entry on Task
Log time spent on a task with duration, description.
Create Expense
Log new expense in a project with cost, description, date.
Upload File to Project
Upload a file to a Teamwork project.
Create Message Reply
Post a reply in a message thread.
Create Milestone
Add a milestone with due date, description, responsible user, etc.
Add People to Project
Add existing users to a project.
Find Task
Search for tasks.
Find Company
Search for a company by name or domain.
Find Milestone
Find a milestone by name or due date in a project.
Find Notebook / Notebook Comment
Locate notebooks or note comments by search parameters.
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Teamwork event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Task
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Teamwork action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Project
Combine Teamwork with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.
Starts with
New Task
Finishes with
Create Project, then preserve the outcome in Coherence
The exact authentication fields depend on Teamwork. The workflow structure stays straightforward:
Authorize the Teamwork account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Teamwork or provide a complementary trigger or action.
Teamwork currently provides 7 triggers that can start a workflow and 18 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.
Teamwork currently lists 7 triggers and 18 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Teamwork triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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