Connectors

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Teamwork.com

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Create Teamwork.com companies for Rillet customers
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Cross-Connector

Give every Rillet customer a Teamwork.com client, without duplicates

For delivery teams who want Rillet customers with no Teamwork.com company found and created in one pass by asking their AI assistant.

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Create Teamwork.com companies for Rillet customers
Which Rillet customers are not in Teamwork.com yet? Create companies for them.
4 Rillet customers have no Teamwork.com company. - New: Fabrikam, Seattle, accounts@fabrikam.com - New: Northwind Traders, London - New: Contoso Pharma and Adatum - Ambiguous: Contoso matches 2 Teamwork.com companies, so it is left out Shall I create the 4 companies, or remove any first?
Teamwork.com
Sample figures. Your results come from your own account.
rillet-get-customers
rillet-get-customer-emails
teamwork-com-get-companies
teamwork-com-get-people
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

Finance adds customers, delivery recreates them by hand

Every customer added in Rillet has to be recreated as a client company in Teamwork.com before work can be tracked. Checking names by hand is slow, and a different spelling or missing legal suffix produces a duplicate.

Without PopdockAI

  • Export the customer list from Rillet
  • Search Teamwork.com for each name and email
  • Create the missing companies one at a time
  • Find duplicates caused by a different spelling

With PopdockAI

  • Rillet customers are read with location and billing email
  • Each is checked by normalized name, then contact email
  • Loose and ambiguous matches are left alone or listed
  • You remove rows and confirm, then each new company id is reported

The prompt

Use this prompt

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

Prompt
**Objective:** Find Rillet customers (limited to names containing `{customer-name-contains}`, default all) that have no matching company in Teamwork, and create those companies in Teamwork after the user confirms.

**Step 1: Read the Rillet customers**

Call `rillet-get-customers` (no filters) and `rillet-get-customer-emails`. If `{customer-name-contains}` is given, keep only customers whose `name` contains it, ignoring case. For each customer keep `name`, `city`, `state`, `zip-code`, `country`, and the email whose `email-type` is billing or primary.

**Step 2: Check Teamwork for each one**

Call `teamwork-get-companies` (pass `{customer-name-contains}` as `name.contains` when given). Match on name ignoring case, punctuation and legal suffixes (Inc, LLC, Ltd, Corp, GmbH). For customers still unmatched, call `teamwork-get-people` with the customer's email and treat a hit whose `company-name` is set as a match. Anything that matches more than one company is ambiguous: list it and do not create it.

**Step 3: Confirm**

Show the customers that will be created, one row each: name, city, state, zip, country code, email. Show the matched and ambiguous customers separately. Ask the user to confirm, and let them remove rows.

**Step 4: Create and confirm**

Only after an explicit yes, call `teamwork-create-company` once per confirmed customer with `name`, `city`, `state`, `zip`, `country-code` (the two-letter ISO code; omit it if the Rillet country cannot be mapped) and `email`. Leave `address-one` blank; Rillet's customer list does not return the street address. Report each returned `id`, and any failures with the error.

**Rules & Guidelines:**

* Tools starting teamwork- are on the teamwork MCP server; tools starting rillet- are on the rillet MCP server. If a tool from either server is unavailable, say which server is not connected and stop.
* The only write allowed is `teamwork-create-company`, once per confirmed customer. Do not call `teamwork-update-company`, `teamwork-create-person`, `teamwork-create-project`, or any rillet- tool that adds or updates anything (such as `rillet-update-customer`).
* Never create a company that matched, even loosely. A duplicate is worse than a gap.

**Validation:**

* If every customer already has a Teamwork company, say so and stop.
* If a create fails because the name exists, report it as a match missed in Step 2 and continue with the rest.

Who it's for

One answer, three teams that use it

Operations teams

Bring new customers across in one pass

Create the Teamwork.com companies for every new Rillet customer at once, rather than one at a time as projects come in.

Create Teamwork.com companies for any Rillet customers that are not in Teamwork.com yet.

Project coordinators

Find clients missing from Teamwork.com

See which customers have no client company before a project is due to start, with ambiguous names listed for you to check.

Which Rillet customers with Northwind in the name are missing from Teamwork.com?

Finance teams

Keep customer lists in line

Customers you add in Rillet reach delivery without duplicates, so time can be tracked against the right client from day one.

Check our Rillet customers against Teamwork.com and set up the missing ones, but show me the list first.

How it works

What PopdockAI does when you ask

You can narrow by part of a customer name, and your AI assistant checks every Rillet customer against Teamwork.com. Only the companies you confirm are created.

01

Ask

You optionally give part of a customer name.

Your AI tool

02

Read

It reads Rillet customers with location and billing email.

rillet-get-customers
rillet-get-customer-emails

03

Check

It looks for each in Teamwork.com by normalized name, then contact email.

teamwork-com-get-companies
teamwork-com-get-people

04

Confirm

You remove rows and approve, then each company is created and its id reported.

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

rillet-get-customers

Returns customers (name, address, payment terms, invoicing settings) from Rillet.
get-data

rillet-get-customer-emails

Returns customer email addresses with their type and the customer's location from Rillet.
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-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

Every Rillet customer has a client to track work against

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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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