Connectors

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Teamwork.com

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Create Teamwork.com companies for Intacct customers
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Cross-Connector

Add Sage Intacct customers to Teamwork.com once

For delivery teams who want a new client company in Teamwork.com created from Sage Intacct details by asking their AI assistant.

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Create Teamwork.com companies for Intacct customers
Create a Teamwork.com company for our new Intacct customer Fabrikam.
No Teamwork.com company matches Fabrikam, so this will be a new client company. - Name: Fabrikam - Email: accounts@fabrikam.com - Location: Seattle, WA, country code US Shall I create it?
Teamwork.com
Sample figures. Your results come from your own account.
sage-intacct-get-customer
teamwork-com-get-companies
teamwork-com-create-company

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

Every new client gets retyped, and sometimes twice

Before a project can start in Teamwork.com someone has to create the client company, usually by retyping details from Sage Intacct. Without a check first, a second company appears for a client already there under a slightly different name.

Without PopdockAI

  • Copy the customer details out of Sage Intacct
  • Search Teamwork.com for the company under several spellings
  • Retype the name, address and contact details
  • Merge the duplicate company later

With PopdockAI

  • Customer details are read from Sage Intacct
  • Teamwork.com is checked for the same or a very similar name
  • You see the company before anything is written
  • Missing email or address details are named in the result

The prompt

Use this prompt

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

Prompt
**Objective:** Create a client company in Teamwork from Intacct customer `{customer-name}`, so projects for that customer can be set up against it. Create it only after the user confirms.

**Step 1: Read the Intacct customer**

Call `intacct-get-customer` with `customer-name.contains` set to `{customer-name}`. If more than one customer matches, list them and stop. If none match, say so and stop. Keep `customer-name`, `email`, `city`, `state` and `country`.

**Step 2: Make sure Teamwork does not already have it**

Call `teamwork-get-companies` with `name.contains` set to the Intacct `customer-name`. If a company with the same or a very similar name exists, show it and stop. Do not create a duplicate.

**Step 3: Confirm**

Show the user the company that will be created: name, email, city, state and country code. Teamwork needs a two-letter ISO country code; convert the Intacct `country` only when you are sure of the code (for example United States to US), and otherwise leave it out. Wait for an explicit yes.

**Step 4: Create and confirm**

After the user says yes, call `teamwork-create-company` once with `name`, `email`, `city`, `state` and `country-code`. Report the new company `id` it returns.

**Rules & Guidelines:**

* `intacct-get-customer` is on the intacct server. `teamwork-get-companies` and `teamwork-create-company` are on the teamwork server.
* `teamwork-create-company` is the only tool that may write, and it may be called once, after confirmation.
* Do NOT call `teamwork-update-company`, `teamwork-create-project`, or any Intacct action tool such as `intacct-update-customer`.

**Validation:**

* If the Intacct customer has no email or address, create the company with the name alone and say which details were missing.
* If the create call fails, report the error as returned and stop.

Who it's for

One answer, three teams that use it

Project coordinators

Set up a client in one message

Get a new client into Teamwork.com from its Intacct record without retyping, so the first project can start straight away.

Add the Sage Intacct customer Northwind Traders to Teamwork.com as a company.

Project managers

Avoid two companies for one client

A similar name check runs before anything is created, so your projects all sit under the one company.

Check whether Contoso Ltd is already in Teamwork.com, and if not create it from Intacct.

Finance operations

Keep client records consistent

New clients carry the same details in both systems, and anything missing is named so it can be filled in.

Create a Teamwork.com company for our new Intacct customer Fabrikam and tell me which details are missing.

How it works

What PopdockAI does when you ask

You name the Sage Intacct customer and your AI assistant checks Teamwork.com first. The company is created only after you confirm it.

01

Ask

You name the Sage Intacct customer.

Your AI tool

02

Read

It reads their details, stopping if the name matches more than one.

sage-intacct-get-customer

03

Check

It looks in Teamwork.com for the same or a very similar company.

teamwork-com-get-companies

04

Confirm

You approve the company, then it is created and missing details are named.

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

sage-intacct-get-customer

Returns customers from Sage Intacct.
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.
run-action

teamwork-com-create-company

Creates a client company in Teamwork.com. Needs the name. Can also set website, zip, address one, phone, email, state 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

New clients set up once and ready for projects

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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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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

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