CRM and Sales tools
TeamWave
21 min
teamwave is an all in one platform for crm, project management, and hr integrating teamwave with make com lets users automate deal tracking, project updates, and employee onboarding across their business tools this is ai generated content based on official teamwave documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //teamwave com/contact directly requirements to use the teamwave app in make, you must have an active teamwave account and an api key, https //teamwave com/ for subscription, refer to the https //teamwave com/ connect teamwave and {{product name}} to get started, you must first create a connection between teamwave and {{product name}} , allowing the two services to communicate obtain your api key in your teamwave account create the connection in make obtain your api key in your teamwave account before you create the connection in {{product name}} , you should first obtain your api key in your teamwave account to obtain your api key navigate to the profile icon in the top right corner click settings from the dropdown menu navigate to the api keys section on the left menu copy the api key displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support teamwave com/article/147 how to find your api key create the connection in {{product name}} https //www make com/en/register , add the teamwave module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your teamwave account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page teamwave modules after connecting to the teamwave app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a deal creates a new sales deal record in your crm system create a milestone creates a new milestone within a specified project create a person creates a new person record in your account create a project creates a new project in your selected application or workspace create a task in a project creates a new task within a specified project create an event in a project creates a new event within a specified project create an organization creates a new organization record in your account delete a deal permanently removes a selected deal from your account delete a milestone permanently removes a selected milestone from a specified project delete a person deletes a specified person record from the system delete a task in a project permanently removes a specified task from a selected project delete an event permanently removes a specified event from your calendar delete an organization permanently removes a specified organization from your account get a person retrieves detailed information about a specific person get a task in a project retrieves detailed information about a specific task within a selected project get an organization retrieves detailed information about a specific organization list all organizations retrieve and display a list of all organizations in your account list milestones in a project retrieves a list of all milestones associated with a specific project list project events retrieve and display events related to a specific project list projects retrieve and display a list of all available projects in your account list task groups retrieve and display a list of all tasks associated with a specific project make an api call executes a custom api request to the connected service using your authorized credentials search for persons searches for people in the database update a deal updates the details of an existing deal update a person updates the details or information of an existing person in your database update a task in a project updates the details of a specific task within a selected project update an organization updates the details or information of an existing organization templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} teamwave resources you can have access to more resources related to this app on the following links https //teamwave com/ https //api teamwave com https //www make com/en/integrations/teamwave