Teamwork Connector

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Teamwork is a project management and collaboration platform for managing tasks, projects, time tracking, file sharing, and milestones. The Teamwork Connector enables Search AI to ingest tasks from Teamwork so users can search them directly.

Specifications

Specification	Details
Repository type	Cloud
Supported content	Tasks
RACL support	Yes
Content filtering	No

Connector Configuration

Search AI connects with Teamwork through its APIs. Complete the following steps to set up the integration.

Generate OAuth2 Credentials

1. Sign in to the Teamwork developer portal (for example, https://{yourTeamworkURL}.com/developer).
2. Create an app and provide the following details:

Field	Description
Name	App name shown on the consent screen
Icon	Icon shown during authentication and installation
Description	Brief description of the app’s purpose
Product	Select the Teamwork app
Redirect URLs	See options below

3. For Redirect URLs, use one of the following based on your Search AI deployment:

   • JP Region: https://jp-bots-idp.kore.ai/workflows/callback
   • DE Region: https://de-bots-idp.kore.ai/workflows/callback
   • Production: https://idp.kore.com/workflows/callback

4. Click Create. Once the app is created, find the client credentials on the Credentials tab.

Configure the Connector in Search AI

On the Authentication page of the connector, provide the following details and click Connect:

Field	Description
Name	Unique name for the connector
Authorization Type	OAuth 2.0
Grant Type	Authorization Code
Client ID / Client Secret	Credentials generated in the Teamwork app
Domain	Your Teamwork subdomain. For example, if the full URL is https://myteam.teamwork.com, enter myteam

Content Ingestion

Search AI ingests Tasks from Teamwork. Each task is captured in JSON format with the following fields:

Field	Description
Title	Name of the task
Content	Task description and assignee details
URL	Direct link to the task in Teamwork
Project Name	Project the task belongs to
Start Date	Scheduled start date
Due Date	Scheduled due date

View the complete field set on the Content page.

RACL Support

The Teamwork Connector supports Restricted Access Control Lists (RACL) to enforce user-specific access to ingested content.

• When restricted access is enabled, the Project ID is stored as the value of the sys_racl field for all ingested tasks.
• The sys_racl field acts as the permission entity and determines which users can access each task.
• Use the Permission Entity APIs to associate users with the appropriate Project IDs stored in sys_racl.