Teamwork

· #336 most-used

Manage every client project from kickoff to invoice — without leaving your agent

ProductivityProjectsDocumentsFinanceSchedulingAutomation

Teamwork is a client project management platform built for agencies and professional services teams — combining projects, task lists, milestones, time tracking, and invoicing in one place. Connect it to Actionist and your agents can create projects from CRM deals, apply task list templates, log time entries from any trigger, generate invoices from logged work, and run weekly project health checks — all without a project manager manually configuring anything in Teamwork.

Try Teamwork with Actionist Visit Teamwork

Average time saved

10 hours

per person · per month

≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of creating projects on deal close, converting tickets to tasks, logging time from external tools, and compiling weekly milestone and project health reports.

Schedule

What your Teamwork agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs

7Agents at work

24/7Always on

Agents

Tue–Thu

Tue

Wed

Thu

10a

11a

12p

Multi-app workflows

Teamwork × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows

7Apps spanned

~28 hrsSaved / week

6Personas served

For sales

Featured3 apps

Deal closes → client project live in Teamwork

When a deal closes in HubSpot, the agent creates a Teamwork project, applies the onboarding task list template, adds the account manager and delivery lead, and posts the project URL to #delivery — the full project setup completes within about a minute of the deal closing, with no PM manually configuring anything.

~6 hrs

Time saved for your team — every week, on autopilot

The flow

Trigger·When a deal moves to Closed Won in HubSpot

Trigger

Step 1

HubSpot

Deal moves to Closed Won stage

write

Step 2

Teamwork

Create Project with client name and deal description

write

Step 3

Teamwork

Add Task List From Template using onboarding template

write

Step 4

Teamwork

Add People to Project — account manager and delivery lead

write

Step 5

Slack

Post project link to #delivery with client brief summary

Result

Create Project with client name and deal descriptionAdd Task List From Template using onboarding templateAdd People to Project — account manager and delivery leadPost project link to #delivery with client brief summary

The win

Saved per run

45 min

Runs / week

~8×

Delivery team has a fully configured project before the sales rep sends the congratulatory email

Driven bySales Agent

ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

Sales
30 min / week
Manual project setup on every deal close
A PM manually creates the project, copies tasks from a previous project, adds members one by one, and posts the kickoff — a 30-45 minute job every time a deal closes.
Sales Agent
0 min
Agent sets up a fully configured project on deal close
When a deal closes, the agent creates the Teamwork project, applies the task list template, and adds team members — the delivery team is ready to start within about a minute of the contract being signed.
Marketing
20 min / week
Manual milestone status checks before every meeting
A team member logs into Teamwork before each planning meeting, checks the status of milestones across multiple campaigns, and writes a manual summary to share with the team.
Marketing Agent
0 min
Agent monitors and reports campaign milestone status automatically
Every Tuesday the agent retrieves all campaign project milestones, flags overdue ones, and posts a digest to Slack before the planning meeting — no one opens Teamwork before the meeting.
Customer Support
18 min / week
Manual ticket-to-task conversion on every escalation
The support agent copies the ticket details from the support tool, creates a Teamwork task manually, sets the due date, and notifies engineering — repeated for every escalation, every day.
Customer Support Agent
0 min
Agent converts support tickets to Teamwork tasks automatically
When a ticket is escalated, the agent finds the client's Teamwork project and creates the task with full details and SLA due date — engineering sees it in their project board without the support team recreating the ticket.
Human Resources
12 min / week
Manual onboarding project setup for every new hire
HR manually creates a new Teamwork project for each new hire, copies tasks from a previous onboarding project, assigns them to IT and the manager, then notifies them — a 20-minute repetitive job per hire.
Human Resources Agent
0 min
Agent creates the onboarding project before the new hire arrives
When a new hire is confirmed, the agent creates the Teamwork onboarding project, applies the task list template, and notifies the manager — the new starter has a structured plan from day one.
Finance
45 min / week
Manual time entry export and invoice creation
Finance exports time entries from Teamwork to CSV, manually calculates billable totals per client, and creates each invoice by hand — a process that takes most of Friday afternoon each billing cycle.
Finance Agent
0 min
Agent generates draft invoices from logged time entries
Every Friday the agent retrieves all unbilled time entries across client projects, groups them by client, and creates draft invoices in Teamwork — billing is ready to review without manual data extraction.
Operations
60 min / week
Manual weekly project health report compilation
Operations manually checks each active project in Teamwork, records the status, milestone health, and overdue tasks in a spreadsheet, formats the report, and shares it — consuming most of Friday afternoon.
Operations Agent
0 min
Agent delivers a weekly project health report automatically
Every Friday the agent retrieves milestone completion rates, overdue task counts, and time variance across all active projects and posts a ranked health report — leadership has the full picture without anyone compiling it.
Legal
25 min / week
Manual contract deadline tracking and calendar setup
The legal team manually reviews project milestones weekly, identifies contract deadlines, creates reminder tasks for themselves, adds calendar events, and maintains a spreadsheet of contractual obligations.
Legal Agent
0 min
Agent tracks contract milestones and creates review tasks automatically
When a contract milestone is created in Teamwork, the agent creates the legal review task, adds the deadline to the calendar, and documents the obligation in the compliance notebook — legal is never surprised by a deadline.

+ 100s of other Teamwork automations

Average time saved

21 hrs / person / month

Calculator

Calculate what your team saves

Team size

8 people

Hourly rate

$75 / hr

Hours saved / week

Hours saved / year

1,000

Annual ROI

$75,000

Based on Teamwork's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.

Connect

How to plug Teamwork into Actionist

Pick the connection method that suits your environment.

The recommended path. Actionist opens a Teamwork OAuth window — you authorize access for your Teamwork site and the agent is connected within seconds.

Open the Apps tab

Find Teamwork in the Apps library and click Connect. OAuth is selected by default.

Authorize in Teamwork

A Teamwork authorization window opens — sign in to your Teamwork account, select your site, and grant Actionist permission to access your projects, tasks, and time entries.

Test the connection

Actionist runs a test call to confirm the handshake. You are ready to use Teamwork with your agents.

Actions

18 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

7 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

Skills

Skills that pair with Teamwork

Reusable agent skills that work well alongside this app.

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Interview Simulator

Simulates mock interviews for any role and experience level with tailored technical, behavioral, and case questions plus detailed feedback and scoring.

MCP servers

MCP servers that work with Teamwork

Connect Actionist to MCP servers built for or around this app.

mcp

The Teamwork.com official MCP server helps teams efficiently manage client projects with AI.

teamwork/mcp

Official

Project and resource management platform that keeps your client projects on track, makes managing resources a breeze, and keeps your profits on point.

FAQs

Questions about Teamwork + Actionist

How does Actionist connect to Teamwork?

Open the Apps tab, find Teamwork, and click Connect. Actionist opens a Teamwork OAuth window — you approve the connection for your Teamwork site and the agent gains access to your projects, tasks, milestones, and time logs. If you prefer an API key, go to Teamwork Settings → API → Generate API key and paste the key plus your Teamwork site URL into the connection fields instead. Either way, Actionist runs a test call to confirm the handshake before any actions run.

What Teamwork permissions does the agent need?

For read operations (finding tasks, projects, milestones, time entries) the agent uses the permissions of the connected Teamwork user. Write operations (creating tasks, logging time, marking tasks complete, creating invoices) also inherit the same user's permissions — so if your Teamwork user cannot create invoices, the agent cannot either. Use a user with administrator or project-manager permissions if you want the agent to operate across all projects without restriction.

Can I use Teamwork alongside other apps in the same agent task?

Yes. Teamwork is most useful when combined with the apps where project context originates. Common combinations: create a Teamwork project and task list when a deal closes in HubSpot or Salesforce; log a time entry in Teamwork when a timer in Toggl or Harvest stops; post milestone completions to Slack; sync Teamwork invoices to QuickBooks Online or Xero; create Teamwork tasks from Zendesk tickets or Jira issues. Any of Actionist's 200+ connected apps can send or receive data alongside Teamwork in the same scheduled agent task.

What are the most common things agents do with Teamwork?

The four patterns that come up most often: (1) project onboarding — creating a project, task lists from a template, and adding team members as soon as a new client or deal is confirmed; (2) time tracking — automatically creating time entries when work is completed in adjacent tools; (3) milestone reporting — fetching upcoming milestones and posting a digest to Slack before the week begins; (4) task hygiene — finding overdue tasks and flagging them to owners via Slack or creating follow-up tasks automatically.

Can Actionist apply Teamwork task list templates to new projects?

Yes. When you use Add Task List From Template, the agent applies your saved Teamwork task list template to a project — so every new client project gets the same standardized list of tasks with one action rather than manually recreating the list each time. Templates must be pre-configured inside Teamwork first; Actionist cannot create or edit the templates themselves.

How quickly do Teamwork triggers fire?

Teamwork's webhook-based triggers available in Actionist fire within about a minute of the event occurring in Teamwork. New Task, New Project, New Milestone, and similar triggers detect the relevant Teamwork webhook payload. For things that do not have a dedicated trigger — like a task being marked complete — use a scheduled Find Task action and compare the task's status field against what you last recorded to detect the change.

Can Actionist create invoices in Teamwork and sync them to accounting software?

Use the Create Invoice action to generate an invoice inside Teamwork for a project. You can pre-populate the invoice with time entries using Find Task and project billing data. To sync that invoice to an accounting tool like QuickBooks Online or Xero, add a step in the same agent task that creates a matching invoice record there. Actionist cannot submit invoices directly to a client's email — that step still happens inside Teamwork or your accounting platform.

Does Actionist support logging time to Teamwork tasks without using Teamwork's built-in timer?

The Create Time Entry on Task and Create Time Entry on Project actions accept a duration, a date, and an optional description. They do not require a timer to be running inside Teamwork — the agent can create a time entry from any upstream signal: a calendar event ending, a Toggl timer stopping, a task being marked complete, or a form submission. This means time can be logged accurately even when the team member never opens Teamwork.