Can I filter tasks by priority?

Yes, you can filter tasks by their priority level. DryMerge will only create Salesforce records for tasks that meet your specified priority criteria.

Can I specify what type of Salesforce record is created?

Yes, you can specify the type of record to be created in Salesforce, such as custom objects or specific record types.

Who primarily uses this automation?

Project managers and sales teams use this automation to keep Salesforce records aligned with project completion in Teamwork, ensuring nothing falls through the cracks.

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Salesforce + Teamwork

Create Salesforce Record for Completed Teamwork Task

This automation ensures that completed tasks in Teamwork are accounted for in Salesforce. It helps maintain accurate records and provides a seamless transition from project execution to sales documentation.

Completed Task

Triggers when a task is marked as completed in Teamwork.

Create Record

Creates a new record in Salesforce.

See more Salesforce to Teamwork integrations or use AI to customize your automation.

or pick a common variation below

Close Salesforce Case for Completed Teamwork Issue

Salesforce + Teamwork

Update Contact in Salesforce for Completed Teamwork Task

Salesforce + Teamwork

Create Salesforce Lead for New Teamwork Milestone

Salesforce + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce record for completed Teamwork task"

Create Salesforce record for completed Teamwork task

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Teamwork.

Create Contact

Creates a new contact in Salesforce

Delete Contact

Deletes a contact in Salesforce

Update Contact

Updates an existing contact in Salesforce

Read Contact

Reads details of a contact in Salesforce

Create Account

Creates a new account in Salesforce

Delete Account

Deletes an account in Salesforce

Update Account

Updates an account in Salesforce

Read Account

Reads an account in Salesforce

Create Case

Creates a new case in Salesforce

Delete Case

Deletes a case in Salesforce

Update Case

Updates an existing case in Salesforce

Read Case

Reads details of a case in Salesforce

App details

Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

Teamwork

Teamwork is a project management and team collaboration platform. Manage projects, tasks, and resources, track time, and collaborate with team members to improve productivity and efficiency.