Integration

Connect Teamwork to Freshworks CRM

When something happens in Teamwork, your agent does the next thing in Freshworks CRM. Describe it in plain language and the automation is built, tested on every branch and kept running.

Teamwork6 triggersTeamwork22 actionsFreshworks CRM6 triggersFreshworks CRM17 actions

Browse all apps

Build it

What do you want Teamwork and Freshworks CRM to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with Teamwork and Freshworks CRM

Triggers and actions 12 triggers · 39 actions

Trigger
New Company
Triggered when a new company is added.
Trigger
New Milestone
Triggered when a new milestone is added.
Trigger
New Person
Triggered when a new person is added.
Trigger
New Project
Triggered when a new project is added.
Trigger
New Task
Triggered when a new task is added.
Trigger
New Time Entry
Triggered when a new time entry is added.
Action
Add Company
Creates a new company.
Action
Add Message
Adds a message to the specified project.
Action
Add Milestone
Adds a new milestone to the specified project.
Action
Add Time Entry
Logs a time entry against the specified task.
Action
Complete Task
Marks a task as complete.
Action
Create Project
Adds a new project.
Action
Create Task
Adds a new task to the specified task list.
Action
Create Task List
Creates a new task list in the specified project.
Action
Delete Project
Deletes a project by ID.
Action
Delete Task
Deletes a task by ID.
Action
Get Project
Returns a single project by ID.
Action
Get Task
Returns a single task by ID.
Action
List Companies
Returns all companies on the site.
Action
List Milestones
Returns all milestones on the site.
Action
List People
Returns all people on the site.
Action
List Projects
Returns all projects on the Teamwork site.
Action
List Task Lists
Returns all task lists in the specified project.
Action
List Tasks
Returns all tasks across the site.
Action
List Tasks in Project
Returns all tasks in the specified project.
Action
List Time Entries
Returns time entries across the site.
Action
Update Project
Updates an existing project.
Action
Update Task
Updates an existing task.
Trigger
New Account
Polling trigger: fires when a new sales account is created. Sorted by created_at descending.
Trigger
New Contact
Polling trigger: fires when a new contact is created. Sorted by created_at descending.
Trigger
New Deal
Polling trigger: fires when a new deal is created. Sorted by created_at descending.
Trigger
New or Updated Account
Polling trigger: fires when a sales account is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Contact
Polling trigger: fires when a contact is created or updated. Sorted by updated_at descending.
Trigger
New or Updated Deal
Polling trigger: fires when a deal is created or updated. Sorted by updated_at descending.
Action
Add Note to Contact
Adds a note to a contact (targetable_type=Contact) in Freshworks CRM.
Action
Create Account
Creates a new sales account in Freshworks CRM.
Action
Create Appointment
Creates an appointment in Freshworks CRM. from_date/end_date are ISO8601.
Action
Create Contact
Creates a new contact in Freshworks CRM.
Action
Create Deal
Creates a new deal in Freshworks CRM.
Action
Create Task
Creates a task in Freshworks CRM. due_date is epoch milliseconds; targetable_type e.g. Contact/Deal/SalesAccount.
Action
Find Account by Name
Looks up a sales account by name using the lookup endpoint.
Action
Find Contact by Email
Looks up a contact by email address using the lookup endpoint.
Action
Find deal by custom field
Searches for a deal by the selected custom field. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal by name
Searches for a deal by name. If a single match is found, emits the deal's details. If none or multiple match, an error occurs.
Action
Find deal stage by name
Searches for a deal stage by name. If a single match is found, emits the stage's details. If none or multiple match, an error occurs.
Action
Find pipeline by name
Searches for a pipeline by name. If a single match is found, emits the pipeline's details. If none or multiple match, an error occurs.
Action
Get Account
Retrieves a sales account by ID in Freshworks CRM.
Action
Get Contact
Retrieves a contact by ID in Freshworks CRM.
Action
Get Deal
Retrieves a deal by ID in Freshworks CRM.
Action
Update Contact
Updates an existing contact by ID in Freshworks CRM.
Action
Update Deal
Updates an existing deal by ID in Freshworks CRM.

Each app on its own

The other way round: Freshworks CRM to Teamwork