NoCRM and Teamwork Integration

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Automatically create Teamwork tasks from new opportunities in NoCRM, ensuring seamless project handoffs. Latenode’s visual editor and affordable pricing make complex workflows easy and scalable, even with custom JavaScript logic when needed.

Swap Apps

NoCRM

Teamwork

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect NoCRM and Teamwork

Create a New Scenario to Connect NoCRM and Teamwork

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a NoCRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, NoCRM or Teamwork will be your first step. To do this, click "Choose an app," find NoCRM or Teamwork, and select the appropriate trigger to start the scenario.

Add the NoCRM Node

Select the NoCRM node from the app selection panel on the right.

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NoCRM

Configure the NoCRM

Click on the NoCRM node to configure it. You can modify the NoCRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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NoCRM

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Connect NoCRM

Sign In

Run node once

Add the Teamwork Node

Next, click the plus (+) icon on the NoCRM node, select Teamwork from the list of available apps, and choose the action you need from the list of nodes within Teamwork.

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NoCRM

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Teamwork

Authenticate Teamwork

Now, click the Teamwork node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Teamwork settings. Authentication allows you to use Teamwork through Latenode.

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NoCRM

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Teamwork

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Sign In

Run node once

Configure the NoCRM and Teamwork Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Teamwork Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the NoCRM and Teamwork Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Webhook response

Save and Activate the Scenario

After configuring NoCRM, Teamwork, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the NoCRM and Teamwork integration works as expected. Depending on your setup, data should flow between NoCRM and Teamwork (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect NoCRM and Teamwork

NoCRM + Teamwork + Slack: When a deal's status changes to 'Closed' in NoCRM, a project is created in Teamwork, and a notification is sent to a specified Slack channel to inform the team.

Teamwork + NoCRM + Google Sheets: When a new time entry is logged in Teamwork, the time entry details and related NoCRM deal information are added to a Google Sheet for reporting.

NoCRM and Teamwork integration alternatives

About NoCRM

Use NoCRM with Latenode to automate your sales pipeline. Automatically create new leads, update existing records, or trigger follow-up actions based on status changes. Latenode lets you connect NoCRM data to other apps, enrich it with AI, and build custom workflows for lead qualification, all without code and scalable to your needs.

About Teamwork

Streamline project tasks in Teamwork via Latenode. Automatically create, update, or close tasks based on triggers from other apps like Slack or email. Improve project tracking and team coordination by connecting Teamwork to your workflows. Use Latenode for complex logic and custom data routing without code.

See how Latenode works

FAQ NoCRM and Teamwork

How can I connect my NoCRM account to Teamwork using Latenode?

To connect your NoCRM account to Teamwork on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select NoCRM and click on "Connect".
  • Authenticate your NoCRM and Teamwork accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically create Teamwork tasks from won NoCRM deals?

Yes, you can! With Latenode, automate task creation in Teamwork upon closing a deal in NoCRM, streamlining project initiation and eliminating manual entry.

What types of tasks can I perform by integrating NoCRM with Teamwork?

Integrating NoCRM with Teamwork allows you to perform various tasks, including:

  • Creating new Teamwork projects when a deal reaches a specific stage in NoCRM.
  • Automatically assigning Teamwork tasks to team members based on NoCRM deal owners.
  • Updating Teamwork task statuses when deal statuses change in NoCRM.
  • Syncing client information between NoCRM and Teamwork for consistent data.
  • Generating project reports in Teamwork based on deal data from NoCRM.

Can I use JavaScript to customize NoCRM-Teamwork data transformations?

Yes! Latenode's JavaScript blocks allow complex data manipulation between NoCRM and Teamwork, exceeding typical integration capabilities.

Are there any limitations to the NoCRM and Teamwork integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex reporting across both platforms may require custom JavaScript nodes.
  • Real-time synchronization depends on the API rate limits of NoCRM and Teamwork.
  • Attachments from NoCRM may require separate handling in Teamwork.

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