Teamwork integration

Teamwork is a work and project management tool that helps teams improve collaboration, visibility, and accountability. Use Teamwork from Zoft voice agents, chat agents, workflows and AI employees.

Account details
18 actions
7 triggers

Get early access Talk to sales

Starts withNew File
ZoftAgent or workflow decides what happens next
Then in TeamworkCreate Task
AndCreate Person

Illustrative flow built from Teamwork’s real triggers and actions.

Zoft + Teamwork

What Zoft can do with Teamwork.

01Voice agentsA phone agent can use Teamwork actions such as Create Task and Create Person during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Teamwork while it talks to the customer.
03WorkflowsStart a workflow when “New File” happens in Teamwork, or use Teamwork as any step on the canvas.
04AI employeesAn AI employee can find and use Teamwork actions on its own, and ask for your approval before it sends or changes anything important.

Actions 18

Things Zoft can do in Teamwork.

Find TaskSearch for tasks.
Create TaskAdd a new task under a project with description, due date, assignee, tags, etc.
Update TaskModify a task’s fields (due date, assignee, content, priority, etc.).
Find CompanySearch for a company by name or domain.
Create PersonCreate a new user/contact (name, email, invite options).
Create CompanyCreate a new company in Teamwork.
Create ExpenseLog new expense in a project with cost, description, date.
Create ProjectCreate a new project (name, description, belongs to company, dates, etc.).
Find MilestoneFind a milestone by name or due date in a project.
Create MilestoneAdd a milestone with due date, description, responsible user, etc.

Show all 18

Create Task ListAdd a new task list under a project.
Mark Task CompleteSet a task’s status to complete.
Create Task CommentLeave a comment in a task.
Create Message ReplyPost a reply in a message thread.
Add People to ProjectAdd existing users to a project.
Upload File to ProjectUpload a file to a Teamwork project.
Find Notebook / Notebook CommentLocate notebooks or note comments by search parameters.
Create Time Entry on TaskLog time spent on a task with duration, description.

Triggers 7

Events in Teamwork that can start a workflow.

New FileFires when a new file is added.
New TaskFires when a task is created.
New PersonFires when a new person (user/contact) is added.
New CommentFires when a new comment is posted.
New ExpenseFires when a new expense entry is added.
New InvoiceFires when a new invoice is created.
New MessageFires when a new message is posted (in project messages or discussions).

Setup

Connect Teamwork in three steps.

01ConnectChoose Teamwork in Connections and enter the account details Teamwork asks for, such as a store name or token.
02Put it to workAdd Teamwork as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Productivity

FAQ

Teamwork on Zoft, answered.

What can Zoft do with Teamwork?

Zoft supports 18 actions and 7 triggers for Teamwork. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Teamwork to Zoft?

Choose Teamwork in Connections and enter the account details Teamwork asks for, such as a store name or token.

Can a voice agent or chat agent use Teamwork?

Yes. Once Teamwork is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Teamwork without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Teamwork to work in your operation.