Teamwork Desk Teamwork

Log activity in CRM when customer tickets are created

When a new ticket is created in Teamwork Desk, automatically log activity in Teamwork so account managers stay informed of open customer issues.

Try:

See all Teamwork Desk + Teamwork integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Teamwork Desk Explore Teamwork Desk →

Triggers
New ticket or conversation

Fires when a new support ticket or chat conversation starts in Teamwork Desk.

Ticket status changed

Fires when a ticket's status changes in Teamwork Desk.

Ticket assigned

Fires when a ticket in Teamwork Desk is assigned to an agent.

SLA breached

Fires when a ticket in Teamwork Desk breaches its response SLA.

Actions
Create ticket

Creates a new ticket in Teamwork Desk.

Update ticket status

Updates a ticket's status in Teamwork Desk.

Assign ticket

Assigns a ticket in Teamwork Desk to an agent.

Reply to a ticket or chat

Posts a reply or internal note on a ticket or conversation in Teamwork Desk.

Teamwork Explore Teamwork →

Triggers
New contact or lead

Fires when a new contact or lead is added to Teamwork.

Contact updated

Fires when a field on a contact changes in Teamwork.

Deal or record stage changed

Fires when a deal, case or record moves to a new stage in Teamwork.

Deal won

Fires when a deal is marked won in Teamwork.

Actions
Create or update contact

Creates or updates a contact in Teamwork.

Create deal

Creates a new deal in Teamwork.

Update record stage

Moves a deal or record to a new stage in Teamwork.

Log activity

Logs a call, email, or note against a record in Teamwork.

Open onboarding support tickets for newly closed deals When a deal is won in Teamwork, automatically create a ticket in Teamwork Desk so support engineers can initiate customer onboarding. See details
Update deal stages when critical support SLAs are breached If an SLA is breached in Teamwork Desk, automatically update the deal stage in Teamwork to alert sales leaders of potential account risks. See details

See all Teamwork Desk + Teamwork integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Log activity in CRM when customer tickets are created” between Teamwork Desk and Teamwork?

Yes — describe it in the box above and Knit's Integrations Agent researches Teamwork Desk and Teamwork's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

What business advantages come from linking Teamwork and Teamwork Desk?

It breaks down silos between sales and support, giving account managers visibility into tickets and allowing closed sales to trigger onboarding workflows.

Can closing a deal automatically generate a ticket for customer success?

Yes, marking a deal as won in Teamwork can automatically generate a ticket in Teamwork Desk for implementation support.

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