Integrate Teamwork Task Details into Google Sheets Using Pabbly Connect

Learn how to save Teamwork task details into Google Sheets automatically using Pabbly Connect. Follow this detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To save Teamwork task details into Google Sheets, the first step is to access Pabbly Connect. Begin by navigating to the Pabbly website and selecting the Pabbly Connect application.

Once on the Pabbly Connect dashboard, if you are a new user, create an account by clicking on ‘Sign Up for Free’. For existing users, click on ‘Sign In’. After logging in, you will be directed to the Pabbly Connect dashboard where you can create a new workflow.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow to automate the saving of Teamwork task details. Click on the plus sign to start creating a new workflow. Name your workflow something like ‘Teamwork to Google Sheets Integration’ and click on ‘Create’. using Pabbly Connect

• Click on the trigger window and select ‘Teamwork’ as the application.
• Choose ‘New Task’ as the trigger event.
• Copy the webhook URL provided by Pabbly Connect.

After copying the webhook URL, head over to your Teamwork account. Navigate to the settings, find the Webhooks option, and enable it. Add a new webhook by pasting the copied URL and selecting ‘Task Created’ as the event.

3. Testing the Integration with Teamwork

Now that the webhook is set up, you need to test the integration. Create a new task in your Teamwork account by selecting the appropriate project and entering task details such as title, assignee, start date, and due date.

After adding the task, return to Pabbly Connect. You should see that the response from Teamwork is captured successfully, displaying the task details you just created. This confirms that Pabbly Connect is receiving data from Teamwork.

• Verify that the task details like task name, assignee, and dates are correctly displayed.
• Ensure the project ID matches the project where the task was created.

If everything looks good, you can proceed to the next step of saving these details into Google Sheets.

4. Saving Task Details into Google Sheets

To save the captured task details into Google Sheets, add an action step in your Pabbly Connect workflow. Choose Google Sheets as the application and select ‘Add New Row’ as the action event. using Pabbly Connect

Click on ‘Connect’ to link your Google Sheets account to Pabbly Connect. Select the spreadsheet where you want the task details to be saved. Map the fields from the Teamwork trigger to the corresponding columns in your Google Sheets.

Map the task name to the appropriate column in Google Sheets. Include other details like assignee, start date, and due date.

Once all fields are mapped, click on ‘Save and Send Test Request’. Check your Google Sheets to confirm that the task details have been successfully added as a new row.

5. Real-Time Testing of the Integration

To ensure that your integration works in real-time, create another task in Teamwork. This time, select a different project or task name to see how the integration behaves.

After adding the new task, check your Google Sheets again. You should see the new task details appear automatically, confirming that Pabbly Connect is functioning correctly and saving the task details from Teamwork as intended.

With this successful integration, you can now manage your Teamwork tasks and have them automatically logged into Google Sheets without any manual effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to save Teamwork task details into Google Sheets seamlessly. By following the steps outlined, you can automate your task management process efficiently. This integration allows for better tracking and organization of tasks in a centralized location.