Automatically Create Teamwork Projects on Accepted Proposals Using Pabbly Connect

Learn how to automatically create Teamwork projects from accepted proposals using Pabbly Connect in this detailed step-by-step tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

In this section, we will discuss how to access Pabbly Connect to set up the integration between Better Proposals and Teamwork. Pabbly Connect is a powerful automation tool that allows you to create workflows without any coding skills.

To get started, navigate to the Pabbly website by typing Pabbly.com in your browser. Click on the ‘Products’ tab and select Pabbly Connect. If you’re a new user, sign up for a free account. Existing users can simply log in.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, you will see the dashboard. To create a new workflow, click on the plus sign and then select ‘Create Workflow’. Name your workflow something descriptive, like ‘Better Proposals to Teamwork Integration’.

• Click on the trigger window and choose Better Proposals.
• Select the trigger event as ‘Proposal Signed’.
• Click on ‘Connect’ and add a new connection using your API key.

Now, log into your Better Proposals account to retrieve your API key. This key is essential for establishing a connection between Better Proposals and Pabbly Connect. After copying the API key, paste it into Pabbly Connect and click on ‘Save’ to connect the two applications.

3. Sending a Proposal through Better Proposals

Before testing the connection, you need to send a proposal to a customer. In Better Proposals, create a new proposal and fill in the necessary details. Make sure to include the customer’s name and email address.

• Click on ‘Send Proposal’ and enter the recipient’s email address.
• Ensure the proposal is sent successfully.

Once the proposal is sent, wait for the customer to sign it. After the proposal is signed, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will capture the signed proposal’s details, allowing you to proceed with the integration.

4. Creating a Project in Teamwork Using Pabbly Connect

Now that you have the signed proposal details captured in Pabbly Connect, it’s time to create a project in Teamwork. In the action step of your workflow, select Teamwork as the application and choose the action event ‘Create Project’.

To connect to Teamwork, you will need to provide your Teamwork subdomain, which you can find in the URL of your Teamwork account. After entering the subdomain, click on ‘Connect with Teamwork’ and log in with your credentials.

Enter the project name and map the customer details from the signed proposal. Add a description and assign users to the project.

Finally, click on ‘Save and Send Test Request’ to create the project in Teamwork. You should see a confirmation indicating that the project has been created successfully.

5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of Teamwork projects from accepted proposals in Better Proposals. This integration streamlines your workflow and saves time by automatically setting up projects as soon as proposals are signed.

By following the steps outlined, you can enhance your project management efficiency and ensure that your team is ready to start work immediately after a proposal is accepted. Using Pabbly Connect not only simplifies the process but also eliminates the need for manual data entry, allowing you to focus on delivering quality work.