Klipfolio + Teamwork Integration

Integrate Klipfolio to Teamwork in one click, or tell Integrately AI how you want each task handled. Add data sources, update metrics, refresh analytics, and keep your dashboards current automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Teamwork
    Task is created in Teamwork Instant
  • Teamwork
    Task is updated in Teamwork Instant
  • Teamwork
    Task is deleted in Teamwork Instant
  • Teamwork
    Project is created in Teamwork Instant
  • Teamwork
    Project is updated in Teamwork Instant
  • Teamwork
    Project is deleted in Teamwork Instant
  • Teamwork
    Card is created in Teamwork Instant
  • Teamwork
    Task List is created in Teamwork Instant
  • Teamwork
    Risk is created in Teamwork Instant
  • Teamwork
    Message reply is created in Teamwork Instant
  • Teamwork
    Calendar event is created in Teamwork Instant
  • Teamwork
    Calendar event reminder is sent in Teamwork Instant
  • Teamwork
    Person is created in Teamwork Instant
  • Teamwork
    Time entry is created in Teamwork Instant
  • Teamwork
    Message is created in Teamwork Instant
  • Teamwork
    Milestone is created in Teamwork Instant
  • Teamwork
    Notebook is created in Teamwork Instant
  • Teamwork
    Invoice is created in Teamwork Instant
  • Teamwork
    Company is created in Teamwork Instant
  • Teamwork
    Status is created in Teamwork Instant
  • Teamwork
    Expense is created in Teamwork Instant
  • Teamwork
    Column is created in Teamwork Instant
  • Teamwork
    Comment is created in Teamwork Instant
  • Teamwork
    Link is created in Teamwork Instant
Arrow Right
2.
  • Klipfolio
    Add to data source in Klipfolio
  • Klipfolio
    Update data source in Klipfolio
  • Klipfolio
    Refresh data source in Klipfolio
  • Teamwork
    Create Task in Teamwork
  • Teamwork
    Search task in Teamwork
  • Teamwork
    Mark task complete in Teamwork
  • Teamwork
    Update task in Teamwork
  • Teamwork
    Create task comment in Teamwork
  • Teamwork
    Create project category in Teamwork
  • Teamwork
    Move board card in Teamwork
  • Teamwork
    Create message category in Teamwork
  • Teamwork
    Create message reply in Teamwork
  • Teamwork
    Create board column in Teamwork
  • Teamwork
    Create calendar event type in Teamwork
  • Teamwork
    Create link category in Teamwork
  • Teamwork
    Create notebook category in Teamwork
  • Teamwork
    Create notebook in Teamwork
  • Teamwork
    Create notebook comment in Teamwork
  • Teamwork
    Move task list from template in Teamwork
  • Teamwork
    Add task list from template in Teamwork
  • Teamwork
    Search notebook in Teamwork
  • Teamwork
    Search Task comment in Teamwork
  • Teamwork
    Search file comment in Teamwork
  • Teamwork
    Search notebook comment in Teamwork
  • Teamwork
    Search milestone comment in Teamwork
  • Teamwork
    Create file category in Teamwork
  • Teamwork
    Create company in Teamwork
  • Teamwork
    Search company in Teamwork
  • Teamwork
    Create calendar event in Teamwork
  • Teamwork
    Search event in Teamwork
  • Teamwork
    Create person in Teamwork
  • Teamwork
    Add people to project in Teamwork
  • Teamwork
    Search person in Teamwork
  • Teamwork
    Create project in Teamwork
  • Teamwork
    Search project in Teamwork
  • Teamwork
    Create time entry on project in Teamwork
  • Teamwork
    Create time entry on task in Teamwork
  • Teamwork
    Create message in Teamwork
  • Teamwork
    Search message in Teamwork
  • Teamwork
    Create status in Teamwork
  • Teamwork
    Upload file to project in Teamwork
  • Teamwork
    Search file in Teamwork
  • Teamwork
    Create expense in Teamwork
  • Teamwork
    Create milestone in Teamwork
  • Teamwork
    Create milestone comment in Teamwork
  • Teamwork
    Search milestone in Teamwork
  • Teamwork
    Create task list in Teamwork
  • Teamwork
    Search task list in Teamwork
  • Teamwork
    Create invoice in Teamwork
  • Teamwork
    Create link in Teamwork
  • Teamwork
    Create link comment in Teamwork
  • Teamwork
    Search link in Teamwork

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Ready WorkflowsReady Workflows   for Klipfolio + Teamwork Integration

Update data sources, create tasks, log time entries, and track project metrics, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Klipfolio + Teamwork flow

Route dashboard updates to team chats, boards, drives, issues, and time trackers the moment your metrics change. Pick a combination and activate it in one click.

Klipfolio
Teamwork
+
SlackSlack (4)
+
TrelloTrello (3)
+
Google DriveGoogle Drive (3)
+
Jira Software CloudJira Software Cloud (3)
+
HarvestHarvest (3)
+
TogglToggl (3)
T
K
S
When a new Teamwork task is created, add it to your Klipfolio data source and notify your team on Slack
New Teamwork tasks update your Klipfolio data source instantly and notify your team in Slack, keeping dashboards and staff aligned.
T
K
S
When a Teamwork project is updated, refresh your Klipfolio data source and post an update in Slack
Project updates in Teamwork trigger a Klipfolio data source refresh and notify your Slack channel, ensuring teams review current data.
T
K
S
When a Teamwork task is completed, update your Klipfolio data source and announce it in Slack
Completed Teamwork tasks update your Klipfolio data source and post an announcement in Slack, keeping milestones visible.
T
K
S
Use ChatGPT to summarise new Teamwork task comments, update your Klipfolio data source, and notify Slack
ChatGPT summarises new Teamwork comments before updating your Klipfolio data source and alerting Slack.

Supported triggers and actions for Klipfolio and Teamwork

Mix and match to build the exact automation you need

Klipfolio
Klipfolio Triggers & Actions
No trigger is available
Add to data source in Klipfolio
Adds new data to a data source
Try it →
Update data source in Klipfolio
Updates the selected data source
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Refresh data source in Klipfolio
Refreshes a data source
Try it →
Teamwork
Teamwork Triggers & Actions
Instant
Task is created in Teamwork
Triggers the automation when a new task is added
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Instant
Task is updated in Teamwork
Triggers the automation when any task is modified
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Instant
Task is deleted in Teamwork
Triggers the automation when any task is deleted
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Instant
Project is created in Teamwork
Triggers the automation when a new project is created
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Instant
Project is updated in Teamwork
Triggers the automation when a project is updated
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Instant
Project is deleted in Teamwork
Triggers the automation when a project is deleted
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Instant
Card is created in Teamwork
Triggers the automation when a new card is created
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Instant
Task List is created in Teamwork
Triggers the automation when a new task list is created
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Instant
Risk is created in Teamwork
Triggers the automation when a risk is created
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Instant
Message reply is created in Teamwork
Triggers the automation when a message is replied to
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Instant
Calendar event is created in Teamwork
Triggers the automation when a new event is created in a calendar
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Instant
Calendar event reminder is sent in Teamwork
Triggers the automation when a reminder is sent for the upcoming calendar event
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Instant
Person is created in Teamwork
Triggers the automation when a new person is created
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Instant
Time entry is created in Teamwork
Triggers the automation when a new time entry is created
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Instant
Message is created in Teamwork
Triggers the automation when a new message is created
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Instant
Milestone is created in Teamwork
Triggers the automation when a new milestone is created
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Instant
Notebook is created in Teamwork
Triggers the automation when a new notebook is created
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Instant
Invoice is created in Teamwork
Triggers the automation when a new invoice is added
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Instant
Company is created in Teamwork
Triggers the automation when a new company is created
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Instant
Status is created in Teamwork
Triggers the automation when a new status is created
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Instant
Expense is created in Teamwork
Triggers the automation when a new expense is added
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Instant
Column is created in Teamwork
Triggers the automation when a new event or workout session is scheduled
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Instant
Comment is created in Teamwork
Triggers the automation when a comment is added
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Instant
Link is created in Teamwork
Triggers the automation when a new link is added
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Create Task in Teamwork
Creates a new task
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Search task in Teamwork
Searches for a task
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Mark task complete in Teamwork
Marks the task as completed
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Update task in Teamwork
Updates the task with new information or changes
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Create task comment in Teamwork
Adds comment to a task
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Create project category in Teamwork
Creates a new project category
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Move board card in Teamwork
Relocates a particular card within a project board
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Create message category in Teamwork
Creates a new message category
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Create message reply in Teamwork
Generates a reply message
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Create board column in Teamwork
Sets up a new column in the board layout
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Create calendar event type in Teamwork
Adds a new event type in the particular calendar
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Create link category in Teamwork
Organize and categorize related links
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Create notebook category in Teamwork
Creates a new notebook category
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Create notebook in Teamwork
Generates a new notebook to organize information
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Create notebook comment in Teamwork
Creates a new comment in a notebook
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Move task list from template in Teamwork
Transfer selected tasks from a template to the corresponding task list
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Add task list from template in Teamwork
Generates a task list based on a pre-existing template
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Search notebook in Teamwork
Searches for a notebook
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Search Task comment in Teamwork
Searches for a task comment
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Search file comment in Teamwork
Searches and retrieve comments from a file
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Search notebook comment in Teamwork
Searches for a notebook comment
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Search milestone comment in Teamwork
Searches for a milestone comment
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Create file category in Teamwork
Generates a new file category based on predetermined criteria
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Create company in Teamwork
Generates a new company profile with given details
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Search company in Teamwork
Finds information about a company
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Create calendar event in Teamwork
Adds a new event to the calendar
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Search event in Teamwork
Conduct a search for events based on particular criteria
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Create person in Teamwork
Generates a new person
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Add people to project in Teamwork
Populate project members based on predefined criteria
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Search person in Teamwork
Retrieves information about a person
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Create project in Teamwork
Creates a new project
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Search project in Teamwork
Searches for a project
Try it →
Create time entry on project in Teamwork
Log time spent on a project
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Create time entry on task in Teamwork
Logs the time spent on a task
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Create message in Teamwork
Generates a new message
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Search message in Teamwork
Searches for a message
Try it →
Create status in Teamwork
Generates a new status update
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Upload file to project in Teamwork
Transfer files to the designated project folder
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Search file in Teamwork
Searches for a file
Try it →
Create expense in Teamwork
Generates a new expense record
Try it →
Create milestone in Teamwork
Creates a milestone to track progress
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Create milestone comment in Teamwork
Adds a new comment to a milestone
Try it →
Search milestone in Teamwork
Searches for a milestone
Try it →
Create task list in Teamwork
Creates a new task list
Try it →
Search task list in Teamwork
Searches for a task list
Try it →
Create invoice in Teamwork
Generates invoices for sales transactions
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Create link in Teamwork
Generates a new link that redirects to a destination
Try it →
Create link comment in Teamwork
Adds a new comment to a link
Try it →
Search link in Teamwork
Searches for a link
Try it →

What can you automate with Klipfolio + Teamwork?

Streamline your analytics and project workflows by connecting every trigger, update, and data source automatically.

What you can automate?
🔄
Sync Teamwork tasks to Klipfolio data sources
Send new Teamwork tasks and project events straight into your Klipfolio data source the moment they happen. Eliminate manual copying and keep your executive dashboards perfectly aligned with active project work.
📊
Capture every submitted task field
Map all available Teamwork task details, custom fields, and timestamps directly into your Klipfolio data source columns. Your analytics tables become a richer, more detailed source for reporting and review.
🔔
Alert your team instantly on status changes
Notify the right team members in Slack or other messaging apps the second a project milestone or critical task is created. Ensure everyone stays informed without chasing status updates.
🔀
Route data conditionally based on task priority
Execute different workflows depending on whether a Teamwork task is marked urgent, high, or standard priority. Send critical items to leadership dashboards while routine items go to standard tracking sheets.
🔄
Keep dashboards up to date as tasks evolve
Automatically refresh your Klipfolio data sources whenever a Teamwork task or project status is modified. Ensure your performance metrics always reflect current operational reality.
Update records instead of creating duplicates
Search for existing entries in your Klipfolio data source before adding new records, updating matching rows when Teamwork tasks change. Maintain clean datasets without clutter.
📅
Handle project completions and milestone changes
Trigger automated dashboard updates and notifications when Teamwork projects are completed, milestones are reached, or invoices are generated. Keep performance tracking aligned with project lifecycles.
🔌
Extend your workflow to team communication apps
Connect your Klipfolio and Teamwork core flow with Slack to announce major project updates, share summary metrics, and alert staff the moment key deliverables are completed.
And much more...

Who is Klipfolio + Teamwork integration for?

Connect Klipfolio and Teamwork to eliminate manual reporting, keep project dashboards current, and ensure accurate tracking across your entire team.

Business Intelligence Analysts
Business Intelligence Analysts
Project Managers
Project Managers
Client Success Directors
Client Success Directors
Operations Coordinators
Operations Coordinators
Team Leads
Team Leads
Operations Managers
Operations Managers
📈
Business Intelligence Analysts
You're building executive reports in Klipfolio but project metrics only update when someone manually exports Teamwork data, so the dashboard numbers you're presenting are always out of date — this integration means every new task and project update feeds your data source instantly and your analytics stay current.
Project Managers
You need to act fast on shifting project timelines and resource loads, but tracking changes across separate systems means you find out about bottlenecks too late — with this integration, every task update and milestone change refreshes your Klipfolio metrics immediately so you can resolve issues before they grow.
🤝
Client Success Directors
You answer to external clients who want real-time visibility into project progress, but compiling status reports by hand takes hours away from client communication — automating both apps means your metrics and deliverables sync automatically so clients always see accurate, up-to-date dashboards.
📋
Operations Coordinators
The volume of daily tasks and time entries is too high for anyone to keep up with by hand, leading to constant discrepancies between billing systems and reporting dashboards — connecting these apps means every new entry and task flows straight into your Klipfolio data source without manual data entry.
👥
Team Leads
You own the next step in project workflows and depend on upstream team members to hand over completed tasks before you can run reports, causing frustrating bottlenecks — automating both apps means completed tasks update your analytics dashboards the moment they happen so your pipeline never stalls.
🗂️
Operations Managers
You need a reliable audit history for internal reviews, but manual record keeping keeps leaving gaps in your project logs and performance tracking — integrating these apps means every project event, invoice, and time entry is recorded reliably so your historical data is always complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Klipfolio + Teamwork

Build and manage your Klipfolio + Teamwork automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Klipfolio + Teamwork with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Klipfolio to Teamwork?
Frequently Asked Questions
You can connect Klipfolio to Teamwork in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation. Add apps like Slack, Trello, and Google Drive to extend your workflow in minutes.
Can I automatically update Klipfolio data sources when a Teamwork task is created?
Frequently Asked Questions
Can I connect Klipfolio, Teamwork, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Klipfolio and Teamwork?
Frequently Asked Questions
How does Klipfolio handle data source updates from Teamwork?
Frequently Asked Questions
Can I sync Teamwork project updates to my Klipfolio dashboards?
Frequently Asked Questions
Do I need coding skills to automate Klipfolio and Teamwork?
Frequently Asked Questions
Is the Klipfolio and Teamwork integration free?
Frequently Asked Questions
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You Can Also Connect Klipfolio or Teamwork With 1500+ Other Apps

Klipfolio
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Teamwork
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Sync Teamwork with CRMs, billing platforms, and helpdesks to unify client delivery and project management.
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