TeamWave

The TeamWave modules enable you to create, update, retrieve, or delete tasks, events, milestones, organizations, persons, and deals in your TeamWave account.

Getting Started with TeamWave

Prerequisites

A TeamWave account

In order to use TeamWave with Integromat, it is necessary to have a TeamWave account. If you do not have one, you can create a TeamWave account at teamwave.com.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting TeamWave to Integromat

To connect your TeamWave account to Integromat, you'll need to obtain an API Key from your TeamWave account.

1. Log in to your TeamWave account.

2. Click your profile icon in the bottom-left corner, and select the Profile option.

3. Open the API Key tab, and copy the provided API Key.

4. Go to Integromat, and open the TeamWave module's Create a connection dialog.

5. Enter the API Key you have copied in step 3 into the respective field, and click the Continue button to establish the connection.

2020-07-20_10_57_15-Integration_Teamwave___Integromat.png

The connection has been established. You can proceed with setting up the module.

Projects

Create a Project

Creates a new project.

Connection	Establish a connection to your TeamWave account.
Project name	Enter the name of the project.
Estimated cost currency	Select the currency for the estimated cost.
Description	Add a description or some extra details about the project.
Label text	Enter a 2-letter label text for the project's icon.

List Projects

Retrieves details of all the projects in your account.

Connection	Establish a connection to your TeamWave account.
Limit	Set the maximum number of projects Integromat will return during one execution cycle.

Project's Tasks

Create a Task in a Project

Creates a new task in an existing project.

Connection	Establish a connection to your TeamWave account.
Project ID	Select the project or map the ID of the project you want to create the task for.
Task Group ID	Select or map the task list you want to add a task to.
Name	Enter the name of the task.
Due date	Enter the due date for the task, e.g., `2020-01-29`. Please consult the list of supported date and time formats.
Assigned to	Select or map the user you want to assign the task to.
Estimated time	Enter the estimated duration of the task in minutes.

Update a Task in a Project

Updates a task in a specified project.

Connection	Establish a connection to your TeamWave account.
Project ID	Select the project or map the ID of the project you want to update the task for.
Task Group ID	Select or map the task list that contains the task you want to update.
Task ID	Select or map the task you want to update.

Please find the descriptions of the fields in the Create a Task in a Project section above.

Delete a Task in a Project

Deletes a task in a specified project.

Connection	Establish a connection to your TeamWave account.
Project ID	Select the project or map the ID of the project you want to delete the task from.
Task Group ID	Select or map the task list that contains the task you want to delete.
Task ID	Select or map the task you want to delete.

List Task Groups

Retrieves all task lists for a specified project.

Connection	Establish a connection to your TeamWave account.
Project ID	Select the project or map the ID of the project you want to retrieve the task lists for.
Limit	Set the maximum number of task lists Integromat will return during one execution cycle.

Get a Task in a Project

Retrieves task details.

Connection	Establish a connection to your TeamWave account.
Project ID	Select the project or map the ID of the project you want to retrieve the task from.
Task Group ID	Select or map the task list that contains the task you want to retrieve details about.
Task	Select or map the task you want to retrieve details about.

Project Events

Create an Event in a Project

Creates a new event.

Connection	Establish a connection to your TeamWave account.
Project ID	Select the project or map the ID of the project you want to create the event for.
Start	Enter the start date, e.g., `2020-01-29`. Please consult the list of supported date and time formats.
Start time	Enter the start time of the event in the `HH:mm` format.
End	Enter the end date, e.g., `2020-01-29`. Please consult the list of supported date and time formats.
End time	Enter the end time of the event in the `HH:mm` format.
Title	Enter the event's title.
Repeats	Select whether the event is recurring and when it recurs.
All-day	Enable this option if it is an all-day event.
Description	Enter a description of the event.
Allowed users	Assign a user to the event.
Is private	Enable this option to set this event as visible only to you.

List Project Events

Retrieves all events in the project for a specified date range.

Connection	Establish a connection to your TeamWave account.
Project ID	Select the project or map the ID of the project you want to retrieve events for.
Start	Enter the start date, e.g., `2020-01-29`. Please consult the list of supported date and time formats.
End	Enter the end date, e.g., `2020-01-29`. Please consult the list of supported date and time formats.
Limit	Set the maximum number of events Integromat will return during one execution cycle.

Delete an Event

Deletes an event.

Connection	Establish a connection to your TeamWave account.
Project ID	Select the project or map the ID of the project that contains the event you want to delete.
Event ID	Select or map the event you want to delete.
Send email	Enable this option to send a notification email.

Milestones

Create a Milestone

Creates a milestone in a specified project.

Connection	Establish a connection to your TeamWave account.
Project ID	Select the project or map the ID of the project you want to create the milestone for.
Title	Enter the name of the milestone.
Start	Enter the start date, e.g., `2020-01-23 10:00:00`. Please consult the list of supported date and time formats.
Description	Enter a description of the milestone.
Is private	Enable this option to make the milestone accessible only to its assignee.
Notify time	Enter the notify time of the milestone in the `HH:mm` format.
Start time	Enter the start time of the milestone in the `HH:mm` format.

Delete a Milestone

Deletes a milestone in a specified project.

Connection	Establish a connection to your TeamWave account.
Project ID	Select the project or map the ID of the project you want to delete the milestone from.
Milestone ID	Select the milestone or map the ID of the milestone you want to delete.

Organizations

Create an Organization

Creates a new company in your contacts.

Connection	Establish a connection to your TeamWave account.
Name	Enter the name of the organization.
Owner	Select the user you want to set as the owner of the organization.
Domain	Enter the organization's website.
Company size	Select the size of the company.
Country	Select the company's country.
Company email	Enter the email address of the company.

Update an Organization

Updates a specified company.

Connection	Establish a connection to your TeamWave account.
Company ID	Select the organization or map the ID of the organization you want to update.

Please find the descriptions of the fields in the Create an Organization section above.

Get an Organization

Retrieves organization details.

Connection	Establish a connection to your TeamWave account.
Organization ID	Select the organization or map the ID of the organization you want to retrieve details about.

List All Organizations

Retrieves the organizations in your account.

Connection	Establish a connection to your TeamWave account.
Limit	Set the maximum number of organizations Integromat will return during one execution cycle.

Delete an Organization

Deletes an organization.

Connection	Establish a connection to your TeamWave account.
Organization ID	Select the organization or map the ID of the organization you want to delete.

Persons

Create a Person

Creates a person in your contacts.

Connection	Establish a connection to your TeamWave account.
Email	Enter the person's email address.
First Name	Enter the person's first name.
Last Name	Enter the person's last name.
Owner	Assign an owner to the person.
Is public	Enable this option to set the contact as public.
Job title	Enter the person's job title.
Custom fields	Enter further information associated with the person you want to create.

Update a Person

Updates a specified person.

Connection	Establish a connection to your TeamWave account.
Person	Select the person or map the ID of the person you want to update.

Please find the descriptions of the fields in the Create a Person section above.

Get a Person

Retrieves a person's details.

Connection	Establish a connection to your TeamWave account.
Person ID	Select the person or map the ID of the person you want to retrieve details about.

Search for Persons

Performs a search for a person by a specified filter.

Connection	Establish a connection to your TeamWave account.
Limit	Set the maximum number of persons Integromat will return during one execution cycle.

Delete a Person

Deletes a person.

Connection	Establish a connection to your TeamWave account.
Person	Select the person or map the ID of the person you want to delete.

Deals

Create a Deal

Creates a new deal.

Connection	Establish a connection to your TeamWave account.
Title	Enter the deal name.
Deal value	Enter the deal value.
Expected close	Enter the expected close date, e.g., 2020-02-14.
Pipeline	Select the pipeline you want to add the deal to.
Stage	Select a stage of the pipeline.
Currency	Select the currency of the deal.
Custom fields	Specify values for custom fields (e.g., description).

Update a Deal

Updates a deal.

Connection	Establish a connection to your TeamWave account.
Deal ID	Select the deal or map the ID of the deal you want to update.

Please find the descriptions of the fields in the Create a Deal section above.

Delete a Deal

Deletes a deal.

Connection	Establish a connection to your TeamWave account.
Deal ID	Select the deal or map the ID of the deal you want to delete.

Other

Make an API Call

Allows you to perform a custom API call.

Connection	Establish a connection to your TeamWave account.
URL	Enter a path relative to `https://app.teamwave.com`. For example: `/api/crm/deals`. For the list of available endpoints, refer to the Teamwave API Reference.
Method	Select the HTTP method you want to use: GET to retrieve information for an entry. POST to create a new entry. PUT to update/replace an existing entry. PATCH to make a partial entry update. DELETE to delete an entry.
Headers	Enter the desired request headers. You don't have to add authorization headers; we've already done this for you.
Query string	Enter the request query string.
Body	Enter the body content for your API call.