STEP 1
Select Teamogy in workflow
Pick Teamogy app in the workflow builder [4] - just one click to select the app.
Teamogy Integration
Agency management — projects, clients, time-tracking, and invoicing. Sync Teamogy tasks, statuses, and assignees with chat, CRM, and documentation tools. When Watch Companies fires, automatically continue with Get a Company or Get a Document.
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- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Teamogy integration
Triggers can detect changes in Teamogy and run actions that can create, search or modify data inside Teamogy automatically [3] — exactly how you set them.
- 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.
How to integrate Teamogy in automation workflow?
3 simple steps to make your Teamogy connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Teamogy
When prompted, authorize access to Teamogy in WEXTL once. Teamogy credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Teamogy account. Approve?
STEP 3
Build a workflow
Build your workflow with Teamogy yourself or with WEXTL® AI Builder. Connect Teamogy to any available integrations [5], or use HTTP node to go beyond them.
Teamogy
How Teamogy connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Teamogy app is called in workflows. That allows your project management automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Teamogy supports.
The following table illustrates what fields Teamogy integration require during authorization flow inside our workflow builder [4].
Connect Teamogy
Domain*Text
••••••••
Access Token*Text
••••••••
Demonstration of Teamogy connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
DomainRequired | text | Your domain (e.g., 'yourcompany' from yourcompany.teamogy.com). Do not include '.teamogy.com' - just the subdomain. |
Access TokenRequired | password | The Bearer token generated from Configuration - Security in your account. Must be generated by a user with Configurator group membership. |
Agency IDRequired | text | This identifies your organizational Business Unit within Teamogy. |
Connect Teamogy to popular apps on WEXTL
Enter a name of the other app you want to sync with Teamogy below. Click on selected app to explore integration options with Teamogy. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Teamogy integration
Select Watch Documents trigger from Teamogy - this will be a starting point in your automation. Whenever event happens in Teamogy, workflow will start [7] from Watch Documents node.
Search for Create a Company, connect it as the next step of integration sequence. You can use filters between Watch Documents and Create a Company, so only important data pass from Watch Documents to the next step. WEXTL gives you full control over the process of Teamogy automation. All parts of workflow are visible on the canvas [4].
Teamogy on WEXTL has 26 modules for building project management automations. Explore Teamogy documentation for more.
Video slide demonstrates how Watch Documents and Create a Company [6] nodes are used in Teamogy workflow.
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. Triggers are start points of the workflow, and automations may start from them.
Integration has 22 actions, including "Get a Company", "Get a Document", and "Get a Job", and more. Refer to our Teamogy Documentation for detailed inputs and outputs.
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 our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Teamogy integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Teamogy official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Teamogy provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Teamogy or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Teamogy inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Teamogy modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Teamogy integration.
- Teamogy integration source code, module specs and credentials implementation.
- Internal Teamogy integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Teamogy vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Teamogy App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation