About this integration
Agency management — projects, clients, time-tracking, and invoicing.
There are 4 triggers, 11 search modules and 11 actions available. The integration connects via basic authentication.
How to connect
The credential form asks for Domain, Access Token, and Agency ID.
Prefer the interactive builder form? Open it on the app page.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
| 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. |
Use it in workflow automation
Start with Watch Companies, then add Create a Company.
The canvas below runs Watch Companies into Create a Company — watch the video, then drop a node onto the canvas.
Select the Watch Documents trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Create a Company as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 15 ready-made modules for project management work — each run logs its inputs and outputs for debugging.
Teamogy workflow on the canvas: Watch Documents then Create a Company
Triggers, searches and actions
Open any Teamogy trigger, search, or action to see its inputs and outputs — 4 triggers, 11 searchs, 11 actions.
Triggers
Use one of 4 triggers to kick off a workflow as soon as an event occurs in the app.
- Watch Companies
- Watch Documents
- Watch Jobs
- Watch Tasks
Searches
This integration includes 11 search modules for looking data up mid-run.
- Get a Company
- Get a Document
- Get a Job
- Get a Task
- Get a User
Actions
Take action during a run with 11 available modules that write data back into the app.
- Create a Company
- Create a Document
- Create a Job
- Create a Task
- Create a Time Entry
Explore the fields available for each Teamogy trigger, search, and action.
Triggers
| Field | Type |
|---|---|
Type | text |
Name | text |
Agency ID | number |
Is certified | boolean |
Is disabled | boolean |
Is draft | boolean |
Is client | boolean |
Is supplier | boolean |
Sales maturity | number |
Purchase maturity | number |
Industry | text |
Category | text |
Tags | array |
Registrations | object |
Additional prop | text |
Persons | array |
Addresses | array |
Ordering address ID | number |
Corresponding address ID | number |
Reg office address ID | number |
Brands | array |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
Searches
| Field | Type |
|---|---|
CompanyRequired | choice |
| Field | Type |
|---|---|
Type | text |
Name | text |
Agency ID | number |
Is certified | boolean |
Is disabled | boolean |
Is draft | boolean |
Is client | boolean |
Is supplier | boolean |
Sales maturity | number |
Purchase maturity | number |
Industry | text |
Category | text |
Tags | array |
Registrations | object |
Additional prop | text |
Persons | array |
Addresses | array |
Ordering address ID | number |
Corresponding address ID | number |
Reg office address ID | number |
Brands | array |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
User ID | number |
Email address | |
Name | text |
| Field | Type |
|---|---|
JobRequired | choice |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
TaskRequired | choice |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
UserRequired | choice |
| Field | Type |
|---|---|
Name | text |
Phone | text |
Email | text |
Person | object |
Job title | text |
Salut | text |
Name prefix | text |
First name | text |
Last name | text |
Name suffix | text |
Birthday | text |
Comment | text |
ID | number |
Address ID | number |
Manager ID | number |
Is disabled | boolean |
Is draft | boolean |
Manager user name | text |
Primary agency ID | number |
Language | text |
Group names | array |
Properties | object |
Additional prop | object |
| Field | Type |
|---|---|
View NameRequired | text |
Columns | text |
Properties | text |
External Filter | text |
Maximum Number of Results | number |
| Field | Type |
|---|---|
Additional prop | object |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
Type | text |
Name | text |
Agency ID | number |
Is certified | boolean |
Is disabled | boolean |
Is draft | boolean |
Is client | boolean |
Is supplier | boolean |
Sales maturity | number |
Purchase maturity | number |
Industry | text |
Category | text |
Tags | array |
Registrations | object |
Additional prop | text |
Persons | array |
Addresses | array |
Ordering address ID | number |
Corresponding address ID | number |
Reg office address ID | number |
Brands | array |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
Maximum Number of Results | number |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
Maximum Number of Results | number |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
Maximum Number of Results | number |
| Field | Type |
|---|---|
Name | text |
Phone | text |
Email | text |
Person | object |
Job title | text |
Salut | text |
Name prefix | text |
First name | text |
Last name | text |
Name suffix | text |
Birthday | text |
Comment | text |
ID | number |
Address ID | number |
Manager ID | number |
Is disabled | boolean |
Is draft | boolean |
Manager user name | text |
Primary agency ID | number |
Language | text |
Actions
| Field | Type |
|---|---|
Version | number |
Is Disabled | boolean |
Is Draft | boolean |
Author ID | choice |
Type | text |
Name | text |
Agency ID | number |
Is Certified | boolean |
Is Client | boolean |
Is Supplier | boolean |
Sales Maturity | number |
Purchase Maturity | number |
Industry | text |
Category | text |
Tags | array |
Tag | text |
Registrations | object |
Persons | array |
Addresses | array |
Ordering Address ID | choice |
Corresponding Address ID | number |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
Version | number |
Is Disabled | boolean |
Is Draft | boolean |
Author | choice |
Type | text |
Owner | choice |
Owner Name | text |
Company | choice |
Company Name | text |
Person ID | number |
Binder ID | number |
Tags | array |
Tag | text |
Registration Number | text |
Status | text |
Participant IDs | array |
Status Date | date |
Category | text |
Process | object |
Process Key | text |
Properties | array |
Key | text |
Value | text |
ACL | object |
Custom | object |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
Version | number |
Is Disabled | boolean |
Is Draft | boolean |
Author | choice |
Type | text |
Owner | choice |
Owner Name | text |
Company | choice |
Company Name | text |
Brand ID | choice |
Binder ID | choice |
Tags | array |
Tag | text |
Participant IDs | array |
Registration Number | text |
Status | text |
Status Date | date |
Category | text |
Start Date | date |
Start Time | text |
End Date | date |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
Version | number |
Is Disabled | boolean |
Is Draft | boolean |
Author | choice |
Registration Number | text |
Type | text |
Binder ID | number |
Owner | choice |
Owner Name | text |
Assignee | choice |
Assignee Name | text |
Reporter | choice |
Reporter Name | text |
Participant IDs | array |
Category | text |
Name | text |
Status | text |
Status Date | date |
Tags | array |
Tag | text |
Start Date | date |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
Name | text |
Comment | text |
Custom | text |
Allocation | number |
Start Time | text |
End Time | text |
Relevant Date | date |
Owner | choice |
Owner Name | text |
Task | choice |
Task Status | text |
Job Item ID | number |
Job | choice |
Target | text |
Target Type | text |
Target Number | text |
Target Name | text |
Category | text |
Type | choice |
Document | choice |
| Field | Type |
|---|---|
Name | text |
Comment | text |
Custom | text |
Allocation | number |
Start time | text |
End time | text |
Rel date | text |
Owner ID | number |
Task ID | number |
Task status | text |
Job item ID | number |
Job ID | number |
Target | text |
Target type | text |
Target number | text |
Target name | text |
Category | text |
Type | text |
Document ID | number |
Owner name | text |
| Field | Type |
|---|---|
NameRequired | text |
PhoneRequired | text |
EmailRequired | |
Person | object |
Job Title | text |
Salutation | text |
Name Prefix | text |
First Name | text |
Last NameRequired | text |
Name Suffix | text |
Birthday | text |
Comment | text |
Person ID | choice |
Address ID | choice |
Manager | choice |
Is Disabled | boolean |
Is Draft | boolean |
Primary Agency ID | number |
LanguageRequired | text |
Group Names | array |
Group Name | text |
Properties | array |
Key | text |
Value | text |
| Field | Type |
|---|---|
Name | text |
Phone | text |
Email | text |
Person | object |
Job title | text |
Salut | text |
Name prefix | text |
First name | text |
Last name | text |
Name suffix | text |
Birthday | text |
Comment | text |
ID | number |
Address ID | number |
Manager ID | number |
Is disabled | boolean |
Is draft | boolean |
Manager user name | text |
Primary agency ID | number |
Language | text |
Group names | array |
Properties | object |
Additional prop | object |
| Field | Type |
|---|---|
URLRequired | text |
MethodRequired | choice |
Headers | array |
Header | object |
Query String | array |
Parameter | object |
Body | text |
| Field | Type |
|---|---|
Body | text |
Headers | object |
Status code | number |
| Field | Type |
|---|---|
CompanyRequired | choice |
Version | number |
Is Disabled | boolean |
Is Draft | boolean |
Author ID | number |
Type | text |
Name | text |
Is Certified | boolean |
Is Client | boolean |
Is Supplier | boolean |
Sales Maturity | number |
Purchase Maturity | number |
Industry | text |
Category | text |
Tags | array |
Tag | text |
Registrations | object |
Persons | array |
Addresses | array |
Ordering Address ID | number |
Corresponding Address ID | number |
| Field | Type |
|---|---|
DocumentRequired | choice |
Version | number |
Is Disabled | boolean |
Is Draft | boolean |
Author | choice |
Type | text |
Agency ID | number |
Owner | choice |
Owner Name | text |
Company | choice |
Company Name | text |
Person ID | number |
Binder ID | number |
Tags | array |
Tag | text |
Registration Number | text |
Status | text |
Participant IDs | array |
Status Date | date |
Category | text |
Process | object |
Process Key | text |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
JobRequired | choice |
Version | number |
Is Disabled | boolean |
Is Draft | boolean |
Author | choice |
Type | text |
Agency ID | number |
Owner | choice |
Owner Name | text |
Company | choice |
Company Name | text |
Brand ID | number |
Binder ID | number |
Tags | array |
Tag | text |
Participant IDs | array |
Registration Number | text |
Status | text |
Status Date | date |
Category | text |
Start Date | date |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |
| Field | Type |
|---|---|
TaskRequired | choice |
Version | number |
Is Disabled | boolean |
Is Draft | boolean |
Author | choice |
Registration Number | text |
Type | text |
Binder ID | number |
Owner | choice |
Owner Name | text |
Assignee | choice |
Assignee Name | text |
Reporter | choice |
Reporter Name | text |
Participant IDs | array |
Category | text |
Name | text |
Status | text |
Status Date | date |
Tags | array |
Tag | text |
| Field | Type |
|---|---|
ID | number |
Version | number |
Is disabled | boolean |
Is draft | boolean |

