Is there a way to send an email from Gmail and have it trigger a particular Teamwork tasklist template?
Hi
Good question.
Please clarify which Teamwork Zap app you are trying to use.
You can search the available Zap apps here: https://zapier.com/apps
Each Zap app has a profile page that lists the available triggers/actions.
The the regular main Teamwork, not Desk or CRM. Thx!
I went through the options and couldn’t see a way to do it, but it may be it’s because I’m a beginner.
Hi there
I’m jumping in to see if I can help!
Here is how I see the Zap for the workflow that you have in mind:
- Trigger: Gmail - New Email OR New Email Matching Search
- Action: Teamwork - Create Task OR Add Task List From Template
You can check out suggested workflows for Gmail and Teamwork from our website: https://zapier.com/apps/gmail/integrations/teamwork
Additionally, I would like to share this amazing Community post by Danvers that might help with your workflow:
Hopefully, this points you in the right direction!
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