Teamwork CRM

With the Teamwork CRM modules, you can:

  • Watch, create, update, retrieve, search and delete the companies

  • Watch, create, update, retrieve, search and delete the contacts

  • Watch, create, update, retrieve, search and delete the deals

  • Watch, create, update, retrieve, search and delete the activities

  • Watch, create, update, retrieve, search and delete the notes

  • Create, update, retrieve, search and delete the pipelines

  • Create, update, retrieve, search and delete the products

  • Create, update, retrieve, search and delete the stages

  • Update, retrieve, search and delete the users

  • Update, search and delete the files

To get started with the Teamwork CRM, create an account at teamwork.com.

Connect Teamwork CRM with Make

To connect the Teamwork CRM app with the Make:

  1. Log in to your Teamwork CRM account.

  2. Click Profile > Settings.

    Teamwork_CRM_2.png
  3. Navigate to the API Keys > Generate API key.

    Teamwork_CRM_3.png
  4. Enter a name and validity date for generating the API key, and click Save.

    Teamwork_CRM_4.png
  5. Copy the API key and store it in a safe place.

    Teamwork_CRM_5.png
  6. Log in to your Make and add a module from the Teamwork CRM into a Make scenario.

  7. Click Add next to the Connection field.

    Teamwork_CRM_1.gif
  8. In the Connection name field, enter a name for the connection.

  9. In the Company Name field, enter the company name from the domain URL and API Key field enter the details copied in step 5, and click Save.

    You have successfully connected the Teamwork CRM app with Make and can now build scenarios.

Companies

You can watch, create, update, retrieve, search, and delete the companies using the following modules.

Triggered when you add a new company.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Teamwork CRM account.

Make automatically creates a webhook in Teamwork CRM you add an instant trigger to your scenario.

Creates a new company.

Connection

Establish a connection to your Teamwork CRM account.

Company Name

Enter (map) the company's name.

Owner

Select or map the Owner ID of the company.

Address Line 1

Enter (map) the company's street address.

Address Line 2

Enter (map) the company's street address.

City

Enter (map) the company's city name.

Contacts

Select or map the contacts associated with the company.

Сountry

Select or map the company's country name.

Email Addresses

Add the contact email addresses of the company.

Phone Numbers

Add the phone number details of the company.

State or County

Enter (map) the company's state name.

Timezone

Select (or) map the company's timezone.

Website

Enter (map) the company's website URL address.

Zipcode

Enter (map) the company's zipcode.

Include

Select (or) map all the side-loaded data of response.

Custom Fields

Enter (map) the entity's custom fields key-value pair. The properties accepted here will depend on the account settings.

Updates a company.

Connection

Establish a connection to your Teamwork CRM account.

Company ID

Select or map the Company ID whose details you want to update.

Company Name

Enter (map) the company's name.

Owner

Select or map the Owner ID of the company.

Address Line 1

Enter (map) the company's street address.

Address Line 2

Enter (map) the company's street address.

City

Enter (map) the company's city name.

Contacts

Select or map the contacts associated with the company.

Сountry

Select or map the company's country name.

Email Addresses

Add the company contact email addresses.

Phone Numbers

Add the company's phone number details.

State or County

Enter (map) the company's state name.

Timezone

Select (or) map the company's timezone.

Website

Enter (map) the company's website URL address.

Zipcode

Enter (map) the company's zipcode.

Include

Select (or) map all the side-loaded data of response.

Custom Fields

Enter (map) the entity's custom field key-value pair. The properties accepted here will depend on the settings.

Gets a company.

Connection

Establish a connection to your Teamwork CRM account.

Company ID

Select or map the Company ID whose details you want to retrieve.

Include

Select (or) map all the side-loaded data of response.

Searches companies by given criteria.

Connection

Establish a connection to your Teamwork CRM account.

Query String

Enter (map) the query string:

Order Mode

Select the direction to order the results. For example, ASC for ascending order.

Order by

Select or map the sorting by which the items are returned with.

Filter

Add the filters to sort the companies.

Limit

Set the maximum number of companies Make will return during one execution cycle. The default value is 10.

Deletes a company.

Connection

Establish a connection to your Teamwork CRM account.

Company ID

Select or map a Company ID you want to delete.

Contact

You can watch, create, update, retrieve, search, and delete using the following modules.

Triggered when you add a new contact.

Webhook name

Enter (map) a name for the webhook.

Connection

Establish a connection to your Teamwork CRM account.

Make automatically creates a webhook in Teamwork CRM you add an instant trigger to your scenario.

Creates a new contact.

Connection

Establish a connection to your Teamwork CRM account.

First Name

Enter (map) the contact's first name.

Last Name

Enter (map) the contact's last name.

Email Addresses

Add the contact's email addresses.

Owner

Select or map the owner of the company.

Phone Numbers

Add the contact phone numbers.

Address Line 1

Enter (map) the contact's street address.

Address Line 2

Enter (map) the contact's street address.

City

Enter (map) the contact's city name.

Company

Select or map the contact's company name.

Сountry

Select or map the contact's country name.

State or County

Enter (map) the contact's state name.

Timezone

Select (or) map the contact's timezone.

Title

Enter (map) the contact's name.

Zipcode

Enter (map) the contact's zipcode.

Include

Select (or) map all the side-loaded data of response.

Custom Fields

Enter (map) the entity's custom fields key-value pair. The properties accepted here will depend on the settings.

Updates a contact.

Connection

Establish a connection to your Teamwork CRM account.

Contact ID

Select or map a Contact ID whose details you want to update the details.

First Name

Enter (map) the contact's first name.

Last Name

Enter (map) the contact's last name.

Owner

Select or map the Owner ID of the company.

Email Addresses

Add the contact's email addresses.

Phone Numbers

Add the contact phone number details.

Address Line 1

Enter (map) the contact's street address.

Address Line 2

Enter (map) the contact's street address.

City

Enter (map) the contact's city name.

Company

Select or map the contact's company name.

Сountry

Select or map the contact's country name.

State or County

Enter (map) the contact's state name.

Timezone

Select (or) map the contact's timezone.

Title

Enter (map) the contact's name.

Zipcode

Enter (map) the contact's zipcode.

Include

Select (or) map all the side-loaded data of response.

Custom Fields

Enter (map) the entity's custom fields key-value pair. The properties accepted here will depend on the settings.

Gets a contact.

Connection

Establish a connection to your Teamwork CRM account.

Contact ID

Select or map a Contact ID whose details you want to retrieve.

Include

Select (or) map all the side-loaded data of response.

Searches contacts by given criteria.

Connection

Establish a connection to your Teamwork CRM account.

Query String

Enter (map) the query string:

Order Mode

Select the direction to order the results. For example, ASC for ascending order.

Order by

Select or map the option to sort the results.

Filter

Add the filter details for contacts.

Limit

Set the maximum number of contacts Make will return during one execution cycle. The default value is 10.

Delete a contact.

Connection

Establish a connection to your Teamwork CRM account.

Contact ID

Select or map the Contact ID you want to delete.

Deals

You can watch, create, update, search, retrieve, and delete the deals using the following modules.

Triggered when you add a new deal.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Teamwork CRM account.

Make automatically creates a webhook in Teamwork CRM you add an instant trigger to your scenario.

Triggered when a deal is updated.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Teamwork CRM account.

Make automatically creates a webhook in Teamwork CRM you add an instant trigger to your scenario.

Triggered when a deal is deleted.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Teamwork CRM account.

Make automatically creates a webhook in Teamwork CRM you add an instant trigger to your scenario.

Creates a new deal.

Connection

Establish a connection to your Teamwork CRM account.

Title

Enter (map) a title for the deal.

Stage

Select the deal's stage:

  • New

  • Qualified

  • In contact

  • Engaged

  • Demo scheduled

  • Committed

  • Pitched

  • Negotiation

  • Forecasted

Products

Add the product details:

ID

Select or map the Product ID.

Meta

Enter (map) the product meta details:

  • Price: Enter (map) the price of the product in the same currency as the deal in its lowest denomination. For example, for USD the value is cents.

  • Quantity: Enter (map) the quantity of this product at the price with a discount.

  • Discount: Enter (map) the discount to apply to the price.

State

Select the deal status. For example, open.

Company

Select or map the company associated with the deal.

Contacts

Add the contacts related to the deal.

Currency

Select or map the deal's currency.

Custom Value

Enter (map) a custom value of the deal, this will be combined with the product's prices to calculate the total value of the deal.

Expected Close Date

Enter (map) a deal's expected closing date. See the list of supported date and time formats.

Owner

Select or map the Owner ID of the deal.

Teamwork Projects

Enter (map) the Project IDs associated with the deal.

Include

Select (or) map the options to include in the response.

Custom Fields

Enter (map) the entity's custom fields key-value pair. The properties accepted here will depend on the settings.

Foreign Item Links

Enter (map) the foreign item links. For example, task.

Updates a deal.

Connection

Establish a connection to your Teamwork CRM account.

Deal ID

Select or map a Deal ID of a deal whose details you want to update.

Title

Enter (map) a title for the deal.

Stage

Select the deal's stage. For example, new.

Products

Enter (map) the product details:

  • ID: Select or map the Product ID.

  • Meta: Enter (map) the product meta details

State

Select the deal status. For example, lost.

Company

Select or map the company associated with the deal.

Contacts

Enter (map) the contacts related to the deal:

  • ID: Select or map the Contact ID.

  • Meta: Select whether this is the main contact.

Currency

Select or map the deal's currency.

Custom Value

Enter (map) a custom value of the deal, this will be combined with the product's prices to calculate the Total Value of the deal.

Expected Close Date

Enter (map) a deal's expected closing date. See the list of supported date and time formats.

Owner

Select or map the owner associated with the deal.

Teamwork Projects

Enter (map) the Project IDs associated with the deal.

Include

Select (or) map all the side-loaded data of response.

Custom Fields

Enter (map) the entity's custom fields key-value pair. The properties accepted here will depend on the account settings.

Foreign Item Links

Enter (map) the foreign item links.

Gets a deal.

Connection

Establish a connection to your Teamwork CRM account.

Deal ID

Select or map a Deal ID whose details you want to retrieve.

Include

Select (or) map all the side-loaded data of response.

Searches deals by given criteria.

Connection

Establish a connection to your Teamwork CRM account.

Query String

Enter (map) the query string:

Order Mode

Select the direction to order the results. For example, ASC for ascending order.

Order by

Select or map the sorting by which the items are returned with.

Filter

Add the filters to search the deals.

Limit

Set the maximum number of deals Make will return during one execution cycle. The default value is 10.

Deletes a deal.

Connection

Establish a connection to your Teamwork CRM account.

Deal ID

Select or map a Deal ID you want to delete.

Activities

You can watch, create, update, search, retrieve, and delete the activities using the following modules.

Triggered when you add a new activity.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Teamwork CRM account.

Make automatically creates a webhook in Teamwork CRM you add an instant trigger to your scenario.

Triggered when an activity is updated.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Teamwork CRM account.

Make automatically creates a webhook in Teamwork CRM you add an instant trigger to your scenario.

Triggered when an activity is deleted.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Teamwork CRM account.

Make automatically creates a webhook in Teamwork CRM you add an instant trigger to your scenario.

Creates a new activity.

Connection

Establish a connection to your Teamwork CRM account.

Title

Enter (map) a name for the activity.

Activity Type

Select the activity type. For example, meeting.

Deal

Select or map a Deal ID whose activity you want to create.

Assignees

Select or map the users assigned to this activity.

Start Date

Enter (map) the start date of the activity. See the list of supported date and time formats.

Contacts

Select or map the contacts associated with the activity.

Description

Enter (map) the activity description.

Duration

Duration in minutes of how long the activity will take to complete.

Is All Day

Select whether this is an all-day activity.

Is Complete

Select whether this activity is complete.

Reminders

Select or map the details of reminders:

Receivers

Select or map the receivers.

Time

Enter (map) the time before the activity due date to send the reminders.

Time Unit

Select the unit of time. For example, minutes.

Include

Select (or) map all the data to include in the response.

Updates an activity.

Connection

Establish a connection to your Teamwork CRM account.

Activity ID

Select or map an Activity ID whose details you want to update.

Title

Enter (map) a new name for the activity.

Activity Type

Select the activity type. For example, Meeting.

Assignees

Select or map the users assigned to this activity.

Contacts

Select or map the contacts associated with the activity.

Start Date

Enter (map) the start date of the activity. See the list of supported date and time formats.

Description

Enter (map) the activity details.

Duration

Duration in minutes of how long the activity will take to complete.

Is All Day

Select whether this is an all-day activity.

Is Complete

Select whether this activity is complete.

Reminders

Select or map the details of reminders:

Receivers

Select or map the receivers.

Time

Enter (map) the time before the activity due date to send the reminders.

Time Unit

Select the unit of time. For example, minutes.

Include

Select (or) map all the side-loaded data of response.

Gets an activity.

Connection

Establish a connection to your Teamwork CRM account.

Deal ID

Select or map an Activity ID whose details you want to retrieve.

Include

Select (or) map the options to include in the response.

Search activities by given criteria.

Connection

Establish a connection to your Teamwork CRM account.

Query String

Enter (map) the query string:

Order Mode

Select the direction to order the results. For example, enter ASC for ascending order.

Order by

Select or map the sorting by which the items are returned with.

Filter

Add the filters to sort the searched activities.

Limit

Set the maximum number of activities Make will return during one execution cycle. The default value is 10.

Deletes an activity.

Connection

Establish a connection to your Teamwork CRM account.

Activity ID

Select or map an Activity ID you want to delete.

Notes

You can watch, create, update, search, retrieve, and delete the notes using the following modules.

Triggers when you add a new note.

Webhook name

Enter a name for the webhook.

Connection

Establish a connection to your Teamwork CRM account.

Make automatically creates a webhook in Teamwork CRM you add an instant trigger to your scenario.

Creates a new note.

Connection

Establish a connection to your Teamwork CRM account.

Description

Enter (map) the notes text.

Subject

Select the note's subject details.

Is Pinned

Select whether the note should appear immediately after the section in the UI in which you can create new notes.

Include

Select whether to include the creator details in the note.

Updates a note.

Connection

Establish a connection to your Teamwork CRM account.

Note ID

Select or map a Note ID whose details you want to update.

Description

Enter (map) new note text.

Is Pinned

Select whether the note should appear immediately after the section in the UI in which you can create new notes.

Include

Select whether to include the creator details in the note.

Gets a note.

Connection

Establish a connection to your Teamwork CRM account.

Note ID

Select or map a Note ID whose details you want to retrieve.

Include

Select whether to include the creator details in the note.

Searches notes by given criteria.

Connection

Establish a connection to your Teamwork CRM account.

Query String

Enter (map) the query string:

Order Mode

Select the direction to order the results. For example, ASC for ascending order.

Order by

Select or map the option to sort the items:

  • Created at

  • Updated at

Filter

Add the filters to search the notes.

Limit

Set the maximum number of notes Make will return during one execution cycle. The default value is 10.

Deletes a note.

Connection

Establish a connection to your Teamwork CRM account.

Note ID

Select or map a Note ID you want to delete.

Pipelines

You can create, update, search, retrieve, and delete the pipelines using the following modules.

Creates a new pipeline.

Connection

Establish a connection to your Teamwork CRM account.

Name

Enter (map) a name for the pipeline.

Is Qualified

Select whether the leads inside of this pipeline will be considered opportunities.

Order Index

Enter (map) a position of the pipeline in the set of all pipelines. Lower numbers come first when retrieving multiple elements at once.

Include

Select whether to include the stages.

Updates a pipeline.

Connection

Establish a connection to your Teamwork CRM account.

Pipeline ID

Select the Pipeline ID:

  • Leads

  • Opportunities

Name

Enter (map) an updated name for the pipeline.

Order Index

Enter (map) a position of the pipeline in the set of all pipelines. Lower numbers come first when retrieving multiple elements at once.

Include

Select whether to include the stages.

Gets a pipeline.

Connection

Establish a connection to your Teamwork CRM account.

Pipeline ID

Select the Pipeline ID:

  • Leads

  • Opportunities

Include

Select whether to include the stages.

Searches pipelines by given criteria.

Connection

Establish a connection to your Teamwork CRM account.

Query String

Enter (map) the query string:

Order Mode

Select the direction to order the results. For example, ASC for ascending order.

Order by

Select or map the sorting by which the items are returned with.

  • Created at

  • Order Index

  • Updated at

Filter

Add the filters to search the pipelines.

Limit

Set the maximum number of pipelines Make will return during one execution cycle. The default value is 10.

Deletes a pipeline.

Connection

Establish a connection to your Teamwork CRM account.

Pipeline ID

Select or map a Pipeline ID you want to delete.

Products

You can create, update, search, retrieve, and delete the products using the following modules.

Create a new product.

Connection

Establish a connection to your Teamwork CRM account.

Name

Enter (map) a name for the product.

Owner

Select or map the owner of the product.

Prices

Enter (map) the price details:

Currency ID

Select or map the Currency ID applicable for the product.

Meta

Enter (map) the price of the product.

State

Enter (map) the state of the product.

Include

Select or map the options to include in the response.

Updates a product.

Connection

Establish a connection to your Teamwork CRM account.

Product ID

Select or map a Product ID whose details you want to update.

Name

Enter (map) a new name for the product.

Owner

Select or map the owner of the product.

Prices

Enter (map) the price details:

Currency ID

Select or map the Currency ID for the product.

Meta

Enter (map) the price of the product.

State

Enter (map) the state of the product.

Include

Select or map the side-loaded data of response.

Gets a product.

Connection

Establish a connection to your Teamwork CRM account.

Product ID

Select or map a Product ID whose details you want to retrieve.

Include

Select or map the options to include in the response.

Searches products by given criteria.

Connection

Establish a connection to your Teamwork CRM account.

Query String

Enter (map) the query string:

Order Mode

Select the direction to order the results. For example, ASC for ascending order.

Order by

Select or map the sorting by which the items are returned with.

  • Created at

  • Name

  • Uploaded at

Filter

Enter (map) the details to filter.

Limit

Set the maximum number of products Make will return during one execution cycle. The default value is 10.

Deletes a product.

Connection

Establish a connection to your Teamwork CRM account.

Product ID

Select or map a Product ID you want to delete.

Stages

You can create, update, retrieve, search and delete the stages using the following modules.

Create a new stage.

Connection

Establish a connection to your Teamwork CRM account.

Name

Enter (map) a name for the stage.

Pipeline

Select or map the Pipeline ID.

Order Index

Enter (map) a position of the stage in the set of all stages in the system. Lower numbers come first when retrieving multiple elements at once.

Probability

Enter (map) a percentage that defines how much of the stage’s value will be taken for the expected revenue in the forecast report.

Rotting Duration

Enter (map) the number of days for a deal to be in this stage before it is considered rotten.

Include

Select whether to include the pipeline and deals.

Updates a Stage.

Connection

Establish a connection to your Teamwork CRM account.

Stage ID

Select or map the Stage ID. For example, New.

Name

Enter (map) a new name for the stage.

Order Index

Enter (map) a position of the stage in the set of all stages in the system. Lower numbers come first when retrieving multiple elements at once.

Probability

Enter (map) a percentage that defines how much of the stage’s value will be taken for the expected revenue in the forecast report.

Rotting Duration

Enter (map) the number of days for a deal to be in this stage before it is considered rotten.

Include

Select whether to include the pipeline and deals in the stage response.

Gets a Stage

Connection

Establish a connection to your Teamwork CRM account.

Stage ID

Select the Stage ID. For example, New.

Include

Select whether to include the pipeline and deals information in the response.

Searches stages by given criteria.

Connection

Establish a connection to your Teamwork CRM account.

Query String

Enter (map) the query string:

Order Mode

Select the direction to order the results. For example, ASC for ascending order.

Order by

Select or map the sorting by which the items are returned with.

  • Created at

  • Order Index

  • Uploaded at

Filter

Add the filter details to sort the stages.

Limit

Set the maximum number of stages Make will return during one execution cycle. The default value is 10.

Deletes a Stage.

Connection

Establish a connection to your Teamwork CRM account.

Stage ID

Select or map a Stage ID you want to delete.

Users

You can update, search, and delete users using the following modules.

Updates a user.

Connection

Establish a connection to your Teamwork CRM account.

User ID

Select or map a User ID whose details you want to update.

First Name

Enter (map) a new first name.

Last Name

Enter (map) a new last name.

Job Title

Enter (map) a new job title for the user.

Date Format ID

Select or map the identifier of the date format.

Email Addresses

Add the user's email addresses.

Email Notifications

Select whether the user should receive email notifications.

Phone Numbers

Add the user phone numbers.

Time Format ID

Select or map the identifier of the time format.

Timezone

Select or map the user's timezone.

Include

Select (or) map the options to include the response.

Gets a user.

Connection

Establish a connection to your Teamwork CRM account.

User ID

Select or map a User ID whose details you want to retrieve.

Include

Select (or) map the option to include in the response.

Searches users by given criteria

Connection

Establish a connection to your Teamwork CRM account.

Query String

Enter (map) the query string:

Order Mode

Select the direction to order the results. For example, ASC for ascending order.

Order by

Select or map the option to sort the results.

  • Created at

  • Order Index

  • Uploaded at

Filter

Add the filters to search the users.

Limit

Set the maximum number of users Make will return during one execution cycle. The default value is 10.

Deletes a user.

Connection

Establish a connection to your Teamwork CRM account.

User ID

Select or map a User ID you want to delete.

Transfer Items to

Select or map a User ID to whom you want to transfer this user's items.

Files

You can update, search, and delete files using the following modules.

Updates a file.

Connection

Establish a connection to your Teamwork CRM account.

File ID

Select or map a File ID whose details you want to update.

Description

Enter (map) the file details.

Name

Enter (map) a new name for the file.

Searches files by given criteria.

Connection

Establish a connection to your Teamwork CRM account.

Query String

Enter (map) the query string:

Order Mode

Select the direction to order the results. For example, ASC for ascending order.

Order by

Select or map the sorting by which the items are returned with.

  • Created at

  • Uploaded at

Filter

Add the filters to search the files.

Limit

Set the maximum number of files Make will return during one execution cycle. The default value is 10.

Deletes a file.

Connection

Establish a connection to your Teamwork CRM account.

File ID

Select or map a File ID you want to delete.

Other

You can call APIs using the following module.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Teamwork CRM account.

URL

Enter a path relative to https://integromat.eu.teamwork.com/crm/api. For example, /v2/users.json.

Note

For the list of available endpoints, refer to the Teamwork CRM API Documentation.

Method

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 already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List all Products

The following API call returns all the products from your Teamwork CRM account:

URL:

/v2/products.json

Method:

GET

Teamwork_CRM_6.png

Matches of the search can be found in the module's Output under Bundles > Body > products.

In our example, 5 products were returned:

Teamwork_CRM_7.png