Connect Teamwork to Salesforce

Both apps 39Teamwork 28Salesforce 11

• 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 object record

  Polling trigger: fires for each new record created in the specified SObject type. Polls SOQL ordered by CreatedDate descending.

• Trigger
  New or updated object record

  Polling trigger: fires for each record created or modified in the specified SObject type. Polls SOQL ordered by SystemModstamp descending.

• Action
  Create object record

  Creates a new record of the specified SObject type (standard or custom, e.g. Account, Contact, Lead, Opportunity, Case, or MyObject__c) with the supplied field values.

• Action
  Delete object record

  Deletes an existing SObject record by object type and record ID.

• Action
  Describe object

  Returns the full field and metadata description (describe) for an SObject type — useful for discovering available fields and their API names.

• Action
  Find most recent created or updated record

  Returns the single most recently created or last-modified record for the specified SObject type (ordered by SystemModstamp DESC, LIMIT 1).

• Action
  Find object records

  Finds matching records for an SObject type by a field/value equality match via SOQL. Returns Id and the requested fields for all matches.

• Action
  Get object record

  Retrieves a single SObject record by object type and record ID. Optionally restrict returned fields with a comma-separated 'fields' list.

• Action
  List objects

  Lists all available SObject types (standard and custom) on the org.

• Action
  SOQL query

  Executes a SOQL query against the org and returns matching records. Example: SELECT Id, Name FROM Account WHERE CreatedDate = TODAY.

• Action
  Update object record

  Updates an existing SObject record by object type and record ID with the supplied field values. Salesforce returns no body on success (HTTP 204).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.