What actions can I run in Teamogy?

22 actions are available, including "Get a Company", "Get a Document", and "Get a Job", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Teamogy Integrations

Agency management — projects, clients, time-tracking, and invoicing. Sync Teamogy tasks, statuses, and assignees with chat, CRM, and docs.

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Watch CompaniesTriggers when a new company is created.
Watch DocumentsTriggers when a new document is created.
Watch JobsTriggers when a new job is created.
Watch TasksTriggers when a new task is created.
Get a CompanyRetrieves a company by its ID.
Get a DocumentRetrieves a document by its ID.
Get a JobRetrieves a job by its ID.
Get a TaskRetrieves a task by its ID.
Get a UserRetrieves a user by their ID.
Get a ViewRetrieves the records of a named view.
List CompaniesRetrieves a list of all companies.
List DocumentsRetrieves a list of all documents.
List JobsRetrieves a list of all jobs.
List TasksRetrieves a list of all tasks.
List UsersRetrieves a list of all users.
Create a CompanyCreates a new company.
Create a DocumentCreates a new document.
Create a JobCreates a new job.
Create a TaskCreates a new task.
Create a Time EntryCreates a new time entry.
Create a UserCreates a new user.
Make an API CallPerforms an arbitrary authorized API call.
Update a CompanyUpdates an existing company.
Update a DocumentUpdates an existing document.
Update a JobUpdates an existing job.
Update a TaskUpdates an existing task.

When to use Teamogy

Common scenarios where Teamogy automation saves time and reduces manual work.

Use Teamogy's "Watch Companies" trigger to react the instant an event occurs and push data into connected tools.
Run "Get a Document" in Teamogy from any upstream event — map fields once and let the automation handle the rest.
Combine "Watch Jobs" from Teamogy with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

Use in workflow automation

Start from Teamogy’s Watch Documents trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Company as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 26 ready-made steps for project management work, and every run records what went in and what came back.

Teamogy workflow on the canvas: Watch Documents then Create a Company

Frequently asked questions

Common questions about automating Teamogy in your workflows.

Teamogy has 4 triggers, including "Watch Companies", "Watch Documents", and "Watch Jobs", and more. Use them to start workflows the moment Teamogy events fire — no polling required.

Use in workflow automation

Start from Teamogy’s Watch Documents trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Create a Company as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 26 ready-made steps for project management work, and every run records what went in and what came back.

Teamogy Integrations

When to use Teamogy

Use in workflow automation

Frequently asked questions

Teamogy Integrations

When to use Teamogy

Connect Teamogy to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Teamogy to any app in workflows

Connect Teamogy to any app in workflows

Connect Teamogy to any app in workflows

Teamogy Integrations

Teamogy triggers and actions

When to use Teamogy

Use in workflow automation

Frequently asked questions

What triggers does Teamogy support?

What actions can I run in Teamogy?

Do I need to write code to automate this?

Is the integration secure?

Teamogy Integrations

Teamogy triggers and actions

When to use Teamogy

Connect Teamogy to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Teamogy support?

What actions can I run in Teamogy?

Do I need to write code to automate this?

Is the integration secure?

Connect Teamogy to any app in workflows

Connect Teamogy to any app in workflows

Connect Teamogy to any app in workflows