This automation scenario allows you to connect Gmail and Teamwork
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Gmail and Teamwork can also be integrated using automation tools other than integromat:
When this trigger fires in Gmail
Triggers when a new email is received to be processed according to specified criteria.
Then this action happens in Teamwork
Adds a new task to a specified task list.
This guide contains information on how to set up an automatic workflow that allows to Create a new task in Teamwork with content from a new e-mail in Gmail.
Part I
First, we need to connect Gmail and Teamwork to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Gmail to Make.com.
Give Make.com access to your Gmail account, using Gmail credentials.
Connect Teamwork to Make.com.
Give Make.com access to your Teamwork account, using Teamwork credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Gmail
Choose the following trigger: Watch Emails (Triggers when a new email is received to be processed according to specified criteria.).
Then set up an Action for Teamwork
Choose this action: Create a task (Adds a new task to a specified task list.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Gmail and Teamwork.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a new task in Teamwork with content from a new e-mail in Gmail!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
Creates a new task.
Updates an existing task.
Delete task
List project tasks
Creates a new project.
Uploads a file to a project.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.