Prerequisites
Before you can add the connection, you must register an OAuth application in the Teamwork Developer Portal:1
In a browser, navigate to
https://{yourTeamworkURL}/developer, replacing {yourTeamworkURL} with your Teamwork site URL (for example, https://acmeinc.teamwork.com/developer).2
If prompted, complete your publisher details before proceeding.
3
Click Create Your First App (or Create App if you have existing apps).
4
Complete the required fields:
- Name—the name of your application.
- Product(s)—select at least one Teamwork product your integration will use.
- Redirect URIs—set this to https://oauth.cdata.com/oauth/.
5
Click Create App.
6
Open the Credentials tab of your new app and copy the Client ID and Client Secret. Store the client secret securely.
Setup Guide
Follow these steps to connect Teamwork to your Connect AI account:1
Open the Sources page of the Connect AI navigation menu.
2
Click + Add Connection in the upper-right corner.
3
Type Teamwork into the search field, then click the data source name.
4
On the Basic Settings tab of the new connection, enter a connection name or keep the default name.
Authentication
1
Enter the OAuth Client Id and OAuth Client Secret obtained from the Teamwork Developer Portal.
2
Click Sign in to connect securely through OAuth. This action opens the Teamwork sign-in page in a new tab.
3
Log in to your Teamwork account and grant the requested permissions.
4
At the top of the Connect AI Add Teamwork Connection page, click Save & Test.
- If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.
- If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. Connect AI displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.
- Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.
Ready to try this connector? Create a free Connect AI account and set up your first connection in minutes.