Question

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

  • 24 September 2023
  • 4 replies
  • 16 views

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

Userlevel 7
Badge +14

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.

 

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.

Userlevel 7
Badge +6

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! 😊