What this operation supports in Teamwork
Creates a new organization (company) record, accepting a name and optional details like industry, address, and website.
Request behavior and expectations
An organization exists as a standalone record that people and deals can later be associated with, so creating it doesn't require or create any linked contacts at the same time.
Implementation details
This is commonly the first step when importing accounts from an external CRM, since the organization record typically has to exist before contacts or deals tied to it can reference it by ID, rather than being created automatically as a side effect of adding a person or a deal.
Use cases
Typical use cases include onboarding a client company as an Organization and linking its personnel and deals.
- Group all contacts, deals, and projects for a client under one Organization in Teamwork.
- Auto-create an Organization from a converted deal to preserve context.
- Associate multiple projects with a single client Organization for consolidated reporting.
- Sync organizational data from an external system into Teamwork for governance.