TeamWave + Trafft Integration

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Trafft + TeamWave Integration

Create TeamWave task for new Trafft event

Creating task in TeamWave is a great way to keep track of task that need to be completed when an event is created in your Trafft account.

With the help of this integration, when an event is created, a task will be automatically created in TeamWave and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Trafft + TeamWave Integration

Create TeamWave deal for new Trafft event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in TeamWave.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Trafft, it will trigger a corresponding deal creation in TeamWave.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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TeamWave + Trafft Integration
1.
  • TeamWave
    Person is created in TeamWave
  • TeamWave
    Person is updated in TeamWave
  • TeamWave
    Project is created in TeamWave
  • TeamWave
    Deal is created in TeamWave
  • TeamWave
    Deal is updated in TeamWave
  • TeamWave
    Task is created in TeamWave
  • TeamWave
    Task list is created in TeamWave
  • TeamWave
    Organization is created in TeamWave
  • TeamWave
    Organization is updated in TeamWave
  • TeamWave
    Milestone is created in TeamWave
  • TeamWave
    Time log is created in TeamWave
  • TeamWave
    Activity is created in TeamWave
  • Trafft
    Appointment is created in Trafft Instant
  • Trafft
    Appointment status is changed in Trafft Instant
  • Trafft
    Appointment canceled in Trafft Instant
  • Trafft
    Appointment rescheduled in Trafft Instant
  • Trafft
    Customer is created in Trafft Instant
2.
  • TeamWave
    Create person in TeamWave
  • TeamWave
    Search person in TeamWave
  • TeamWave
    Update person in TeamWave
  • TeamWave
    Create deal in TeamWave
  • TeamWave
    Update deal in TeamWave
  • TeamWave
    Search deal in TeamWave
  • TeamWave
    Create task in TeamWave
  • TeamWave
    Create activity in TeamWave
  • TeamWave
    Create organization in TeamWave
  • TeamWave
    Update organization in TeamWave
  • TeamWave
    Search organization in TeamWave
  • TeamWave
    Create event in TeamWave
  • TeamWave
    Search user in TeamWave
  • TeamWave
    Create milestone in TeamWave
  • TeamWave
    Create project in TeamWave
  • TeamWave
    Add follower in TeamWave
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750 Tasks
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2,000 Tasks
in $19.99

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