TeamWave

The TeamWave modules enable you to create, update, retrieve, or delete tasks, events, milestones, organizations, persons, and deals in your TeamWave account.

Getting Started with TeamWave

Prerequisites

  • A TeamWave account

In order to use TeamWave with Make, it is necessary to have a TeamWave account. If you do not have one, you can create a TeamWave account at teamwave.com.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

To connect your TeamWave account to Make, you'll need to obtain an API Key from your TeamWave account.

1. Log in to your TeamWave account.

2. Click your profile icon in the bottom-left corner, and select the Profile option.

61f27c4bd3b72.gif

3. Open the API Key tab, and copy the provided API Key.

61f27c4f4f349.gif

4. Go to Make, and open the TeamWave module's Create a connection dialog.

5. Enter the API Key you have copied in step 3 into the respective field, and click the Continue button to establish the connection.

61f27c51864bf.png

The connection has been established. You can proceed with setting up the module.

Create a Project

Creates a new project.

Connection

Establish a connection to your TeamWave account.

Project name

Enter the name of the project.

Estimated cost currency

Select the currency for the estimated cost.

Description

Add a description or some extra details about the project.

Label text

Enter a 2-letter label text for the project's icon.

List Projects

Retrieves details of all the projects in your account.

Connection

Establish a connection to your TeamWave account.

Limit

Set the maximum number of projects Make will return during one execution cycle.

Create a Task in a Project

Creates a new task in an existing project.

Connection

Establish a connection to your TeamWave account.

Project ID

Select the project or map the ID of the project you want to create the task for.

Task Group ID

Select or map the task list you want to add a task to.

Name

Enter the name of the task.

Due date

Enter the due date for the task, e.g., 2020-01-29. Please consult the list of supported date and time formats.

Assigned to

Select or map the user you want to assign the task to.

Estimated time

Enter the estimated duration of the task in minutes.

Update a Task in a Project

Updates a task in a specified project.

Connection

Establish a connection to your TeamWave account.

Project ID

Select the project or map the ID of the project you want to update the task for.

Task Group ID

Select or map the task list that contains the task you want to update.

Task ID

Select or map the task you want to update.

Please find the descriptions of the fields in the Create a Task in a Project section above.

Delete a Task in a Project

Deletes a task in a specified project.

Connection

Establish a connection to your TeamWave account.

Project ID

Select the project or map the ID of the project you want to delete the task from.

Task Group ID

Select or map the task list that contains the task you want to delete.

Task ID

Select or map the task you want to delete.

List Task Groups

Retrieves all task lists for a specified project.

Connection

Establish a connection to your TeamWave account.

Project ID

Select the project or map the ID of the project you want to retrieve the task lists for.

Limit

Set the maximum number of task lists Make will return during one execution cycle.

Get a Task in a Project

Retrieves task details.

Connection

Establish a connection to your TeamWave account.

Project ID

Select the project or map the ID of the project you want to retrieve the task from.

Task Group ID

Select or map the task list that contains the task you want to retrieve details about.

Task

Select or map the task you want to retrieve details about.

Create an Event in a Project

Creates a new event.

Connection

Establish a connection to your TeamWave account.

Project ID

Select the project or map the ID of the project you want to create the event for.

Start

Enter the start date, e.g., 2020-01-29. Please consult the list of supported date and time formats.

Start time

Enter the start time of the event in the HH:mm format.

End

Enter the end date, e.g., 2020-01-29. Please consult the list of supported date and time formats.

End time

Enter the end time of the event in the HH:mm format.

Title

Enter the event's title.

Repeats

Select whether the event is recurring and when it recurs.

All-day

Enable this option if it is an all-day event.

Description

Enter a description of the event.

Allowed users

Assign a user to the event.

Is private

Enable this option to set this event as visible only to you.

List Project Events

Retrieves all events in the project for a specified date range.

Connection

Establish a connection to your TeamWave account.

Project ID

Select the project or map the ID of the project you want to retrieve events for.

Start

Enter the start date, e.g., 2020-01-29. Please consult the list of supported date and time formats.

End

Enter the end date, e.g., 2020-01-29. Please consult the list of supported date and time formats.

Limit

Set the maximum number of events Make will return during one execution cycle.

Delete an Event

Deletes an event.

Connection

Establish a connection to your TeamWave account.

Project ID

Select the project or map the ID of the project that contains the event you want to delete.

Event ID

Select or map the event you want to delete.

Send email

Enable this option to send a notification email.

Create a Milestone

Creates a milestone in a specified project.

Connection

Establish a connection to your TeamWave account.

Project ID

Select the project or map the ID of the project you want to create the milestone for.

Title

Enter the name of the milestone.

Start

Enter the start date, e.g., 2020-01-23 10:00:00. Please consult the list of supported date and time formats.

Description

Enter a description of the milestone.

Is private

Enable this option to make the milestone accessible only to its assignee.

Notify time

Enter the notify time of the milestone in the HH:mm format.

Start time

Enter the start time of the milestone in the HH:mm format.

Delete a Milestone

Deletes a milestone in a specified project.

Connection

Establish a connection to your TeamWave account.

Project ID

Select the project or map the ID of the project you want to delete the milestone from.

Milestone ID

Select the milestone or map the ID of the milestone you want to delete.

Create an Organization

Creates a new company in your contacts.

Connection

Establish a connection to your TeamWave account.

Name

Enter the name of the organization.

Owner

Select the user you want to set as the owner of the organization.

Domain

Enter the organization's website.

Company size

Select the size of the company.

Country

Select the company's country.

Company email

Enter the email address of the company.

Update an Organization

Updates a specified company.

Connection

Establish a connection to your TeamWave account.

Company ID

Select the organization or map the ID of the organization you want to update.

Please find the descriptions of the fields in the Create an Organization section above.

Get an Organization

Retrieves organization details.

Connection

Establish a connection to your TeamWave account.

Organization ID

Select the organization or map the ID of the organization you want to retrieve details about.

List All Organizations

Retrieves the organizations in your account.

Connection

Establish a connection to your TeamWave account.

Limit

Set the maximum number of organizations Make will return during one execution cycle.

Delete an Organization

Deletes an organization.

Connection

Establish a connection to your TeamWave account.

Organization ID

Select the organization or map the ID of the organization you want to delete.

Create a Person

Creates a person in your contacts.

Connection

Establish a connection to your TeamWave account.

Email

Enter the person's email address.

First Name

Enter the person's first name.

Last Name

Enter the person's last name.

Owner

Assign an owner to the person.

Is public

Enable this option to set the contact as public.

Job title

Enter the person's job title.

Custom fields

Enter further information associated with the person you want to create.

Update a Person

Updates a specified person.

Connection

Establish a connection to your TeamWave account.

Person

Select the person or map the ID of the person you want to update.

Please find the descriptions of the fields in the Create a Person section above.

Get a Person

Retrieves a person's details.

Connection

Establish a connection to your TeamWave account.

Person ID

Select the person or map the ID of the person you want to retrieve details about.

Search for Persons

Performs a search for a person by a specified filter.

Connection

Establish a connection to your TeamWave account.

Limit

Set the maximum number of persons Make will return during one execution cycle.

Delete a Person

Deletes a person.

Connection

Establish a connection to your TeamWave account.

Person

Select the person or map the ID of the person you want to delete.

Create a Deal

Creates a new deal.

Connection

Establish a connection to your TeamWave account.

Title

Enter the deal name.

Deal value

Enter the deal value.

Expected close

Enter the expected close date, e.g., 2020-02-14.

Pipeline

Select the pipeline you want to add the deal to.

Stage

Select a stage of the pipeline.

Currency

Select the currency of the deal.

Custom fields

Specify values for custom fields (e.g., description).

Update a Deal

Updates a deal.

Connection

Establish a connection to your TeamWave account.

Deal ID

Select the deal or map the ID of the deal you want to update.

Please find the descriptions of the fields in the Create a Deal section above.

Delete a Deal

Deletes a deal.

Connection

Establish a connection to your TeamWave account.

Deal ID

Select the deal or map the ID of the deal you want to delete.

Make an API Call

Allows you to perform a custom API call.

Connection

Establish a connection to your TeamWave account.

URL

Enter a path relative to https://app.teamwave.com. For example: /api/crm/deals.

Note

For the list of available endpoints, refer to the Teamwave API Reference.

Method

Select the HTTP method you want to use:

GET to retrieve information for an entry.

POST to create a new entry.

PUT to update/replace an existing entry.

PATCH to make a partial entry update.

DELETE to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we've already done this for you.

Query string

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Deals

The following API call returns all the deals in your TeamWave account:

URL: /api/crm/deals

Method: GET

61f27c527ad24.png

The result can be found in the module's Output under Bundle > Body > results. In our example, 20 deals were returned:

61f27c538bf20.png