Can I filter opportunities based on value?

Yes, you can filter opportunities by their value, such as only creating tasks for high-value opportunities. Simply define the value criteria, and DryMerge will do the rest.

Can I assign the task to a specific team member in Teamwork?

Yes, you can specify a team member to whom the task should be assigned. DryMerge will handle the task assignment as per your preferences.

Which people use this automation? What do they use it for?

This automation is useful for sales and project management teams aiming to ensure that new opportunities are promptly acted upon and not missed.

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Salesforce + Teamwork

Create Teamwork Task from New Salesforce Opportunity

This automation helps sales and project management teams collaborate more effectively by creating a task in Teamwork for every new opportunity in Salesforce. It streamlines workflows and ensures that new opportunities are promptly addressed and tracked.

New Opportunity

Triggers when a new opportunity is created in Salesforce.

Create Task

Creates a corresponding task in Teamwork.

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

or pick a common variation below

Create Teamwork Task from New Salesforce Contact

Salesforce + Teamwork

Add Teamwork Comment for New Salesforce Opportunity Comment

Salesforce + Teamwork

Notify Teamwork for Salesforce Opportunity Stage Change

Salesforce + Teamwork

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Teamwork task from new Salesforce opportunity"

Create Teamwork task from new Salesforce opportunity

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.