Integration and Automation

Teamogy is a highly versatile system designed for seamless integrations and automations. By integrating with your existing applications, you can streamline your workflows. Automations offer specialized functionalities that eliminate the need for manual tasks, enhancing your team’s efficiency.

Teamogy Public API ↓

Teamogy Flow ↓

Ready-made Integrations ↓

Advanced Email Integration ↓

Custom Integration ↓

Teamogy offers:

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Teamogy Public API

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Teamogy Flow – it’s a proprietary integration platform with the option to utilize external integration platforms

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Pre-configured, commonly used integrations, including those with accounting systems, BI tools, and data storage solutions

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Advanced email integration, including rule-based processing of incoming messages

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Most importantly, Teamogy provides nearly unlimited possibilities for creating custom integrations and automations tailored precisely to your needs

Teamogy has a dedicated team specializing in integrations and automations, available to support our clients. With all these capabilities, you have a completely open path to achieving absolute flexibility to meet your requirements.

Unlock Efficient Collaboration with External Systems through Seamless Integrations

Teamogy Public API: Your Gateway to Seamless Integration

With Teamogy, you have access to a robust Public API

The Teamogy Public API allows you to read, modify, or add any data entity or data view. It can be leveraged for integration and automation solutions within the Teamogy Flow integration platform, as well as for connecting to external integration platforms.

The Teamogy Public API is designed for machine-to-machine (M2M) communication, enabling systems and applications to automatically communicate and exchange data with the Teamogy platform without human intervention. This API provides flexibility and extensive integration capabilities, empowering businesses to create custom applications, extensions, and automate processes critical to their operations.

For more information, visit readme.teamogy.com.

Key Features and Uses:

Reading Data

Retrieve information about various data entities such as projects, tasks, invoices, clients, and more.

Modifying Data

Update existing records to keep data current and accurate.

Adding Data

Insert new records into the system, useful for automated processes such as creating new projects, tasks, documents, or adding clients.

Integration with External Platforms

The API can be used to connect with other systems and platforms, facilitating data sharing across different applications.

Process Automation

Automate various business processes using the API, increasing efficiency and reducing the need for manual work.

Security

Security is our top priority. The Teamogy Public API utilizes modern security protocols to safeguard data and ensure secure communication. The key security aspects include:

Authentication

The API employs robust authentication mechanisms to guarantee that only authorized applications and users can access it. Each access token can be restricted to specific endpoints or groups of endpoints, and existing tokens can be invalidated at any time if necessary.

Encryption

All communication between the client and server is encrypted using the HTTPS protocol, ensuring data protection against unauthorized access and eavesdropping during transmission.

Authorization

Access to individual API endpoints is managed based on user permissions or the rights specified in the generated token, ensuring that each integration or external application can only access the data it is permitted to.

Rate Limiting

To prevent abuse and maintain system performance, rate limits are enforced on the number of API requests a client can make within a specified time period.

Getting Started

To start using the Teamogy Public API, you need to enable the Public API and generate an access token in the Teamogy admin interface. This token is used to authenticate specific integrations or applications. Comprehensive API documentation, including request and response examples, is available at readme.teamogy.com, providing all the information necessary for effective API utilization.

Teamogy Flow: The Tool for Seamless Integration and Automation

Automate your workflows with Teamogy Flow

Teamogy Flow allows you to create various complex integrations and automations using a visual programming environment built on the Node-RED® platform. This tool universally connects APIs, online services, and data directly within your Teamogy environment. The advantage of having your own integration platform is that your data remains within Teamogy, eliminating the need to transfer it to external systems from different providers. Teamogy Flow enables efficient creation of integrations and automations even without advanced programming skills. Moreover, with a basic understanding of JavaScript, the possibilities become truly limitless.

Teamogy Flow includes pre-configured nodes for easy connection to the Teamogy Public API, regardless of your programming expertise. Additionally, we offer expert support and custom development services for creating tailored integrations and automations.

Key Benefits of Teamogy Flow

Unlimited Integration Possibilities

Teamogy Flow allows for easy and rapid connection of systems, services, and applications.

Automation Without Coding

With visual programming, implementation is straightforward and quick, making it ideal for users without coding expertise.

Pre-configured Nodes and Scenarios

Pre-configured nodes simplify the creation of new integrations or automations.

Comprehensive Client Support

Online support and an integration team are available to help create custom automations or assist with developing your own.

Examples of Using Teamogy Flow

Delegate Routine Tasks to Automations in Teamogy Flow

Automate routine tasks with Teamogy Flow. This will save your team time, allowing them to focus on more interesting and important activities.

Automatic Job Creation and Client Invoicing

Ensure quick and error-free invoicing based on predefined rules.

Overdue Invoice Reminders

Automatically send reminders for overdue invoices according to your specified rules.

Automatic Web Registration Processing

Automatically assign website registrations as new business opportunities to your sales team.

Automated Data Collection for Further Processing

Periodically retrieve and compile data from Teamogy into a structure that suits your needs for subsequent processing, evaluation, and reporting.

Website Monitoring

Regularly check the functionality of your website, registration form, and certificate validity.

Notify Team Members of Unfilled Time Sheets

Send reminders to team members if they have not completed their time sheets or other required tasks.

Integrate Your Attendance System

Connect data from your reception turnstile and automatically log attendance for team members.

Connect Your IoT Devices

Control your appliances, monitor their consumption, track your vehicles, and integrate your security system. The possibilities here are almost limitless.

Integration with External Integration Platforms

Teamogy is designed to be compatible with external integration platforms.

You can automatically send data from Teamogy to integration platforms like Make.com, Zapier.com, or Microsoft Power Automate according to your needs. Once there, the data will be available for further processing.

Ready-made Integrations: Frequently Used by Clients

Integration with Accounting Systems

Connect Teamogy with your accounting system to streamline your financial processes

Teamogy offers seamless integration with accounting systems, simplifying the management of financial data. This integration allows the creation and approval of financial documents, which can then be smoothly transferred to the accounting system. With flexible data transfer options, Teamogy can easily adapt to your specific needs.

Teamogy Integrations with Accountigs Systems

Example of Integration with an Accounting System

Creating or Modifying a Record in Teamogy

When you create or modify any record in Teamogy that needs to be transferred to the accounting system, whether it’s a new contact, job, or financial document, the system evaluates if the data should be transferred along with all relevant details.

Condition Evaluation for Transfer and Data Transfer

If the condition for data transfer is met (e.g., an invoice is approved for accounting), the data is converted into a format suitable for the specific accounting system and then transferred.

Confirmation of Transfer to the Accounting System

The data is sent to the accounting system, which then confirms receipt. This confirmation is recorded back in Teamogy, allowing you to track the transfer status of your records. At this point, you can also lock the record in Teamogy to prevent editing, ensuring that records from previous accounting periods are not altered.

Integration with Data Storage

Optimize Data Management by Integrating with Popular Data Storage Solutions

Connecting to data storage solutions such as Google Drive, Microsoft OneDrive, SharePoint, or Synology NAS allows you to send selected record types (e.g., job orders, contacts, or financial documents) to a specified destination upon meeting certain conditions (e.g., saving, approval). This type of integration is ideal for further processing of stored files.

Teamogy | Integration with Data Storages

How Data Storage Integration Works

Creating or Modifying a Record in Teamogy

Create any record in Teamogy, whether it’s a new contact, job order, or financial document. These records can be exported to the data storage with all relevant details.

Condition Evaluation and Data Transfer

Use Teamogy connectors and adapters to convert data into a format suitable for external systems. You can set conditions for export, such as export triggers (e.g., after saving a record, upon approval), export method (manual or automatic), and format (XML, JSON).

Confirmation of Transfer to Data Storage

The records are sent to the data storage, which then confirms receipt. This confirmation is recorded back in Teamogy, allowing you to keep track of the processing status of your records.

Integration with Business Intelligence Systems

Expand Your Analytical Capabilities with Business Intelligence Integration

By default, Teamogy can be used for advanced data analysis and business intelligence. This data can be exported either on-demand or regularly in your chosen format to the external business intelligence tool you use.

How Integration with Business Intelligence Systems Works

Setting Record Types and Format

In Teamogy, you configure which record types (e.g., job orders, tasks, time sheets) should be exported and in what format (JSON/XML). You can also set the export frequency, such as daily, weekly, or whenever changes occur.

Setting Export Type

In Teamogy, you determine how the data will be exported. Options include Google Drive, OneDrive, SharePoint, Synology, or direct export to an SQL database, facilitating easy integration with your BI tools.

Automatic Export and Updates

The export occurs at the specified time, either periodically or when specific conditions are met, such as record approval or saving. The data is then automatically exported to the designated destination.

Advanced Email Integration: Manage Emails Directly in Teamogy

Seamless Integration for Receiving and Sending Emails

Teamogy offers comprehensive email integration, allowing you to receive emails into a shared mailbox and process them automatically based on predefined rules. It also supports sending emails (e.g., meeting minutes, proposals, invoices) directly from the system.

Receiving and Processing Emails

Teamogy enables the receipt, inspection, and processing of emails according to defined rules. Each email in the shared mailbox undergoes a series of checks: spam detection (spam verdict), malware scanning (virus verdict), sender authentication (SPF and DMARC verdicts), and integrity verification (DKIM verdict). Emails that fail these checks are either rejected or visibly marked. You can also configure the system to reject emails from blacklisted senders or only accept emails from whitelisted senders. After these checks, emails are processed according to the set rules, providing numerous opportunities to automate routine tasks and save time for your team.

Receiving and Processing Emails

Teamogy enables the receipt, inspection, and processing of emails according to defined rules. Each email in the shared mailbox undergoes a series of checks: spam detection (spam verdict), malware scanning (virus verdict), sender authentication (SPF and DMARC verdicts), and integrity verification (DKIM verdict). Emails that fail these checks are either rejected or visibly marked. You can also configure the system to reject emails from blacklisted senders or only accept emails from whitelisted senders. After these checks, emails are processed according to the set rules, providing numerous opportunities to automate routine tasks and save time for your team.

How Receiving and Processing Emails Works:

Configure Email Processing Rules

The options for setting rules are virtually limitless – you can create rules with various conditions and processes for almost any entity. Additionally, new processing actions can be flexibly added as needed.

Forward Emails to a Shared Mailbox

Set up email forwarding (e.g., from your bank) or arrange for external entities (suppliers, clients, etc.) to send emails to the shared mailbox addresses. These emails will be processed according to the defined rules. You can have multiple addresses for the shared mailbox in your Teamogy account, each designated for different purposes, such as receiving statements, invoices, etc.

Emails Are Processed According to the Rules

Emails arriving in the shared mailbox are processed based on the set rules and moved to a designated folder. In the shared mailbox, all emails are organized by type and processing status. Authorized personnel can monitor to ensure that all emails are processed according to the rules.

Examples of Email Integration Usage

Assign and Archive Emails to Entities

If a received email contains the address of an entity in Teamogy (e.g., an email related to a specific job), it will be automatically assigned to that entity. All emails related to the job will be neatly organized in the job’s email tab. This functionality also applies to tasks, documents, and other entities.

Process Bank Statements

Have your bank send regular bank statements to Teamogy. Teamogy will process each email received from your bank that contains a bank statement according to predefined rules (e.g., converting the bank statement based on its format) and assign the transactions to the corresponding documents. This ensures that invoice payments are automatically updated.

Automatically Create Incoming Invoices

Supplier invoices received at a designated email address for invoices will be verified to ensure they come from an authorized supplier. The relevant rule will automatically create a supplier invoice in Teamogy, including the attachment and sender information, and assign it to the first step of the approval process.

Automatically Create Tasks

Allow selected clients to send emails to a designated email address. After verifying that the emails are from authorized clients, tasks will be automatically created from these emails, including the subject, body, and attachments. These tasks will be added to the appropriate team members’ queues for processing according to the predefined rules.

How Sending Emails Works

Any entity in Teamogy can be sent as an email attachment to any email address, with the option to add custom text to the email body and include additional attachments.

Meeting minutes, client proposals, issued invoices, and other types of documents are automatically converted to PDF format and attached to the email.

The recipient’s email address is automatically filled in from Teamogy contacts, with the option to add additional recipients.

The email body can be freely edited, and any additional attachments can be included.

The sent email is automatically linked to the corresponding entity in the email tab, providing a clear overview of what was sent and when.

By default, the system uses the address @[subdomain].teamogy.com for sending documents directly from Teamogy. However, for each client, it is possible to set up a custom email domain so that all emails are sent from their own domain.

Custom Integrations Tailored to Your Needs

Didn't find the integration you need?

Teamogy is fully equipped to create new integrations tailored exclusively for your account. These integrations can send or receive data based on your specified conditions and formats. Unlike many other systems, Teamogy is uniquely prepared to meet your custom integration requirements…