Integrations

Integrations

Intergrations overview

In awork it's very easy to keep track of all your integrations with our tool. Just browse to "Settings" and "Integrations". On this page you can create and test your integrations.

Right now awork offers the following integrations:

You will find a list of all your integrations in this section. You can edit, pause or delete them via the action button. There is also the possibility to access the log of an integration. The log shows the actions from the last 20 days. Every successful integration will be marked green und the unsuccessful ones red (showing the reason for the error).

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Billing Integration

You can create invoices directly from awork with the billing integration. The integration works with the following tools:

Set up integration 

Set up the integration in awork

To set up the billing integration go to settings / integrations. Now you can select your billing tool.

Then you need to enter the API key from your billing tool. (See below how to get the API key from your billing tool.) Just copy and paste the key into the field and click on save. Now the integration is activated. 

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Get API key from the billing tool

sevDesk

You can find the API token under settings / user. 

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Lexoffice

Since 12.07.2020 Lexoffice is being integrated via oAuth 2.0 authentication. If you start an integration to Lexoffice from awork, you will be forwarded to Lexoffice and have to log in with your Lexoffice credentials. You are then redirected back to awork and can use the integration directly. The exchange of API keys is no longer necessary.

The integration is valid until the user (who authorized the Lexoffice integration) removes or blocks the authorization of awork in Lexoffice.

HQ

You can find the API token under Admin / API Clients

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Create invoice

You can create invoices from time reports. Just click the dollar icon in the top and select create invoice.

Now you will be shown an overview of all your billable, not-billable and billed times.

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Using new invoice vs existing draft

In this step, you can decide if you want to create a new invoice or use an existing draft. 

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Select level for positions

Now you can select the following options for your invoice positions:

  • Groups = Positions: only the group titles with the sums of the groups will be used as invoice positions (this option is only available if you have grouped the time report!)
  • Sums = Positions: only the summed time entries will be used as invoice positions (this option is only available if you have activated sums in the time report!)
  • Times = Position: every time entry will be an invoice position. 

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Position text and quantity unit

The next step allows you to select which entity should be used as text for the position. There are the following options:

  • Project name
  • Task name
  • User name

Furthermore, you can decide if you want to bill the times by days or hours. One day will always be eight hours.

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Adjust data and enter prices

Now you can enter a price for each position. You can also add or edit data. There are the following options:

  • Change the name of the position
  • Change the number of hours/days
  • Delete positions
  • Change the order of positions
  • Create new positions

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Mark time entries as billed and create invoice

The last step allows you to set all the time entries as billed and create the invoice in your billing tool. You can now close the window or go directly to the invoice in your billing tool.

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Configure Calendar integration

The calendar integration in the "My Time Tracking" section enables you to see all your appointments from you usual calendar tools while working in awork. To activate it, go to "My Time Tracking" and click the button shown on the right.

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When adding a new calendar you can select between three providers for your calendar

  • Google
  • Microsoft (Outlook & Exchange)
  • iCloud

When connecting a Google or Microsoft calendar, you will be guided to a new page where you can enter your normal login-data. After enabling awork to access your account, you will be redirected to awork. If you have multiple calendars in your account, you can choose to either integrate all of them or only a selection. Afterwards you can instantly view your appointments in your time tracking grid.

If you are using an iCloud-calendar, you will have to enter your Apple-ID in awork. Then go to https://appleid.apple.com/ and follow the instructions in the awork window: Navigate to Security and generate a new app-password. Enter said password in awork after confirming you have followed the steps and you can connect your iCloud-calendar.

As an alternative way to integrate a new calendar in awork, or even to manage existing calendars, you can use the calendar-button on the top right.

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Now you will see the appointments from all the integrated calendars. The symbol of each appointment tells you, which calendar/provider the entry is from. You can create a time tracking for those appointments by simply clicking on them. The duration of the trackings will automatically equal the duration of the appointment.

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Tipp: awork does not support self-hosted exchange servers.

Configure Microsoft Teams Integration

Configure Teams integration

To configure the Teams integration go to the channel you want to connect to awork, go to options and select Connectors. Now you can search for the awork app. Click on configure, log in to your workspace and select the project you want to connect to that channel. 

Now there will be a list where you can select which activities from awork should be posted to your Teams-channel.

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Create a tab for awork

To create a new tab in a team-channel just click on the +button in your tab bar. A pop-up will appear, here you can search and select awork. Now you simply log in to your awork workspace and select the project you want to link to the tab. When opening the tab awork will ask you a second time to log in and you are good to go. 

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Edit tasks in Teams

When a new task is created in awork it will be posted to the linked Teams-channel.

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Now you can interact with that task in Teams. You can do the following things:

  • Change task status
  • (Re-)assign a user
  • Set a deadline
  • Comment on the task

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Create tasks/time tracking entries from Teams

The awork Teams integration allows you to work in awork directly from Teams. You can use the following @-commands (The content between [ ] is the name of awork entities you want to use or create):

  • /add [task] - Creates a new task in awork
  • /comment [task]:[Text] - Creates a new comment on a task
  • /start [task/project] - Start time tracking for a task/project
  • /stop - Stop time tracking
  • /help- Shows you all available commands

E.g. you can simply type "@awork add Design new logo" in Teams. This will create the task "Design new logo" in your linked awork project.

Configure Slack integration

You can connect awork and Slack, so that your activities from awork will be postet to Slack. Furthermore, you can work on awork projects from within slack, e.g. create new tasks, edit existing tasks and much more.

Set up Slack Integration

To create the integration go to Settings/Integrations and click on the slack logo.

Now you will be forwarded to Slack and will be asked to enter your team name and allow awork access to your Slack-Team. Afterward, you will be forwarded to awork and need to log in to the workspace that should be linked to slack. 

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Now every user that wants to actively use the integration needs to link his/her awork and Slack accounts. Users that just want to see messages in a channel don't need to do this. Every user will be asked to link the account when they have their first interaction with the integration. Alternatively, you can use the command "/connect" to link your accounts.

Tip: The language of messages from the integration is the one the user that created the integration has set in awork. Private notifications will be in the current users' awork language. 

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Link an awork project with Slack

A project can be linked to a Slack channel from the project details. Just click the three dots and select Link to Slack. Now awork asks you to select the channel and all actions that should trigger a message in Slack.

The linked channel will be shown in the projects details. 

You can just link one project per Slack channel.

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Edit tasks in Slack

When a new task is created in awork it will be posted to the linked Slack channel. Now you can work with that task in Slack. You can do the following things:

  • Change task status
  • (Re-)assign a user
  • Set a deadline
  • Comment on the task

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Create tasks/time tracking entries from Slack

The awork Slack integration allows you to work in awork directly from slack. You can use the following "/" commands (The content between [ ] is the name of awork entities you want to use or create):

  • /add [task] - Creates a new task in awork
  • /comment [task]:[Text] - Creates a new comment on a task
  • /connect - Link Slack account with awork account
  • /disconnect - Delete link between Slack und awork account
  • /link [project] - Link an awork project to a Slack channel
  • /start [task/project] - Start time tracking for a task/project
  • /stop - Stop time tracking
  • /unlink - Delete link between awork project and Slack channel

E.g. you can simply type "/add Design new logo" in Slack. This will create the task "Design new logo" in your linked awork project.

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awork BOT/Show awork notifications in Slack

If you have linked your Slack account to your awork account you will find awork as an app in slack. In this "channel" you will see all your notifications if you choose to show them in slack.

You can also use all "/" commands. E.g. you can create private tasks or start a timer. 

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Configure Zapier integration

About the integration

Zapier is a great tool to connect awork with a lot different tools, even without deep programming knowledge. 

Zapier works in two directions: You can get information out of awork and post it into another tool or you can take information of a tool and create an entity within awork We offer the following options

Get information out of awork (Trigger)

  • New task created
  • New time tracked
  • Tracked time updated

Create awork entities (Action)

  • Create a new project
  • Create a new project-task
  • Create a new client

How to set it up

 

To create your first Zap (yes, it's called that way) navigate to "Settings" / "Integrations" and click of the Zapier button (or choose to add a predefined snap by us). 

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You will be forwarded to the Zapier homepage. Here you can choose the app that you want to connect with awork (e.g. Slack).

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Now you have the option to choose a commonly used connection or select a trigger and action in either app. 

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Zapier will show you a short summary of your selections.

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Zapier will lead you through some steps where you need to confirm the selected settings. Our example should create a awork task when a slack message gets starred. 

So after a few screens you need to select which slack field will be the name of the awork task (1), select the awork project (2), Type of Work (3) and Task Stastus (4). 

ATTENTION: The options you need to set depend on the app and trigger you selected.

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Now Zapier will ask you to run a test zap (the data of this test will show up in your awork workspace). Afterwards you are done, save you zap and set the connection to active. 

Zapier Integration with Webhooks

If you want to get information from awork that is not in our standard zapier integration, you can use webhooks.

Go to zapier.com and select "Webhooks" as a trigger.

 

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Select the option "Catch Hook".

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Copy the url on the next screen into an awork webhook. More information about how to do that here.

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Now you need to add a filter where you can decide details on the information that should trigger the zap, e.g. the task status. Now just continue as described above. 

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