Integration

Connect Teamwork to Surplus Lines Tax API

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

Teamwork6 triggersTeamwork22 actionsSurplus Lines Tax API3 actions

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What do you want Teamwork and Surplus Lines Tax API 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.

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Everything your agent can do with Teamwork and Surplus Lines Tax API

Triggers and actions 6 triggers · 25 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.
Action
Calculate Surplus Lines Tax
Calculates the surplus lines tax, stamping fees and other statutory charges due on a policy premium for a given state. Returns the itemized breakdown, the total tax and the total amount due.
Action
Get historical tax rate
Returns the surplus lines tax rate, stamping fee and other statutory charges in force for a state on a given date. Leave the date empty for today's rates.
Action
Get Tax Rate
Returns the surplus lines tax rate, stamping fee and other statutory charges currently in force for a state.

Each app on its own

The other way round: Surplus Lines Tax API to Teamwork