Salesforce + Teamwork

Create notes in Salesforce when projects are updated or deleted in Teamwork

Keep track of your projects efficiently with this integration between Teamwork and Salesforce. When a project is updated or deleted in Teamwork, a corresponding note is effortlessly created in Salesforce. This ensures you don't miss any critical changes, enabling a more streamlined and effective project management process.

Keep track of your projects efficiently with this integration between Teamwork and Salesforce. When a project is updated or deleted in Teamwork, a corresponding note is effortlessly created in Salesforce. This ensures you don't miss any critical changes, enabling a more streamlined and effective project management process.

  1. When this happens...
    TeamworkTeamwork
    Project Updated or Deleted

    Triggered when a project is updated or deleted.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Note

    Creates a new note and links it to a parent record

    ActionWrite
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Supported triggers and actions

  • Teamwork triggers, actions, and search

    Calendar Event Reminder

    Triggered when a calendar event reminder is sent.

    Trigger
    Instant
    Try It
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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About Teamwork

Teamwork is an easy-to-use online teamwork & project management software application that helps managers, staff and clients work together more productively online.
Learn more

Related categories

  • Project Management

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