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Question

How do I trigger a Teamwork tasklist template from a Gmail email?

  • September 24, 2023
  • 4 replies
  • 22 views
A

Is there a way to send an email from Gmail and have it trigger a particular Teamwork tasklist template?

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4 replies

Troy Tessalone
Forum|alt.badge.img+14
  • Troy TessaloneZapier Expert
  • Zapier Expert
  • 31405 replies
  • September 24, 2023

Hi @AlysonR 

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.

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
A
  • AlysonR
  • Author
  • New
  • 2 replies
  • September 24, 2023

The the regular main Teamwork, not Desk or CRM. Thx!

A
  • AlysonR
  • Author
  • New
  • 2 replies
  • September 24, 2023

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.

ken.a
Forum|alt.badge.img+6
  • ken.aZapier Staff
  • Zapier Staff
  • 6537 replies
  • September 26, 2023

Hi there @AlysonR,

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:

  1. Trigger: Gmail - New Email OR New Email Matching Search
  2. 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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