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Create a Teamwork.com project for a Dynamics 365 Business Central job
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Cross-Connector

Give every Business Central job one Teamwork.com project

For project and operations teams who want a Teamwork.com project created for a Dynamics 365 Business Central job by asking their AI assistant.

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Create a Teamwork.com project for a Dynamics 365 Business Central job
Set up a Teamwork.com project for Business Central job J-1042.
Job J-1042 has no Teamwork.com project yet, so this will be a new one. - Project: J-1042 Contoso warehouse fit-out - Client: Contoso (existing company) - Owner: Jordan Lee - Dates: 1 November 2026 to 31 January 2027 Shall I create it?
Teamwork.com
Sample figures. Your results come from your own account.
teamwork-com-get-projects
teamwork-com-get-companies
teamwork-com-get-people
teamwork-com-create-project

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

Teamwork.com

Teamwork.com
Run it on your own Teamwork.com data.

Connect Teamwork.com, pick your AI tool and paste the prompt.

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The problem

New jobs need a project, and someone always makes two

Each new Dynamics 365 Business Central job needs a matching Teamwork.com project. Doing it by hand means checking for an existing one, finding the client and owner and copying dates, and duplicates appear when two people do it.

Without PopdockAI

  • Look up the job in Business Central
  • Search Teamwork.com for a project that may already exist
  • Find the client company and owner, then copy the dates
  • Clean up the duplicate project later

With PopdockAI

  • The job is read and stopped if it is completed or blocked
  • Teamwork.com is searched by job number, then description
  • Client and owner are matched without creating a company
  • Nothing is created until you confirm, then the project is read back

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Make sure Business Central job `{job-number}` in company `{company}` (default: the default company) has a Teamwork project. Create one, after the user confirms, if it does not.

**Step 1: Read the job**

Call `business-central-get-job` (Business Central server) with `job-number` set to `{job-number}`, and `company` set to `{company}` when given. If nothing comes back, stop and say the job was not found. Keep `description`, `bill-to-name`, `bill-to-customer-number`, `starting-date`, `ending-date`, `status` and `person-responsible-name`. If the job is Completed or blocked, say so and stop.

**Step 2: Check for an existing project**

Call `teamwork-get-projects` (Teamwork server) with `name.contains` set to `{job-number}`. If a project comes back, report it (project-id, project-name, status) and stop. Nothing needs creating. Repeat the check with the job description, and if that finds a project for the same client, report it as a possible existing project and ask before creating another.

**Step 3: Resolve the client and owner**

Call `teamwork-get-companies` with `name.contains` set to the job's bill-to-name, and choose the company whose name matches it. If none matches, say so and ask whether to create the project with no company. Do not create a company.

If the job has a person-responsible-name, call `teamwork-get-people` with `name.contains` set to that name to find the owner's person-id. If there is no match, leave the owner blank.

**Step 4: Confirm**

Show the project that would be created: name "`{job-number}` - <job description>", company, owner, start-date and end-date from the job, and a description that names the Business Central job. Ask the user to confirm. If they do not clearly say yes, stop without creating anything.

**Step 5: Create and verify**

After the user confirms, call `teamwork-create-project` with `name`, `company-id`, `owner-id`, `start-date`, `end-date` and `description`. Then call `teamwork-get-projects` with the new `project-id` and report the stored project.

**Rules & Guidelines:**

* `business-central-get-job` is on the Business Central server. `teamwork-get-projects`, `teamwork-get-companies`, `teamwork-get-people` and `teamwork-create-project` are on the Teamwork server.
* `teamwork-create-project` is the only tool that may write, only once, and only after the user confirms in Step 4. Do NOT call `teamwork-clone-project`, `teamwork-create-company`, `teamwork-create-tasklist`, or any `business-central-update-*` tool.

**Validation:**

* Pass dates as YYYY-MM-DD. If the job has no starting-date or ending-date, leave that date blank.
* If `teamwork-create-project` fails, report the error as returned and do not retry with different values.

Who it's for

One answer, three teams that use it

Project managers

Start delivery the day the job is set up

Get a Teamwork.com project with the right client, owner and dates from the job number, without retyping anything.

Create the Teamwork.com project for Business Central job J-2087 and make me the owner.

Project coordinators

Stop creating duplicate projects

Every request is checked against existing projects by job number and description first, so the same job never ends up with two.

Is there already a Teamwork.com project for job J-1990? If not, set one up.

Operations managers

Keep jobs and projects in step

Each Business Central job gets one project with matching dates, so delivery and finance are talking about the same work.

Set up a Teamwork.com project for the Fabrikam installation job J-1105 with the job dates.

How it works

What PopdockAI does when you ask

You give the job number and your AI assistant checks Teamwork.com before anything is set up. The project is created only after you have seen it and said yes.

01

Ask

You give the job number.

Your AI tool

02

Check

It reads the job and searches Teamwork.com for a project by job number and description.

teamwork-com-get-projects

03

Confirm

You see the project, client, owner and dates it would create.

No items found.

04

Create

It creates the project once and reads it back.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for Teamwork.com and one secure connection to your AI tool. No code, no exports.

get-data

teamwork-com-get-projects

Returns Teamwork.com projects with status, company, owner, category and dates. Filter by name, member user ID, project ID, start date, category name, end date, company ID, status and company name.
get-data

teamwork-com-get-companies

Returns client and owner companies from Teamwork.com with contact details and project counts. Filter by country code, industry, company ID, status, city, name and state.
get-data

teamwork-com-get-people

Returns people (users) from Teamwork.com with their company, role, rates and contact details. Filter by email, type, name, company ID, person ID, last name, role name and company name.
run-action

teamwork-com-create-project

Creates a project in Teamwork.com. Needs the name. Can also set private, owner ID, company ID, category ID, description, end date and more.
Read only.Nothing in Teamwork.com Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

One Teamwork.com project for every job

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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