![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-public.nimbuspop.com/flow-apps/teambook.png)
Integrate Insightly with Teambook
Send information between Insightly and Teambook automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-public.nimbuspop.com/flow-apps/teambook.png)
Set up a new project in Teambook each time a new project is initiated in Insightly
Enable seamless tracking and reporting by auto-creating projects in your project management software from relationship management software. This flow will generate a new project in Teambook whenever a new project is created in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Teambook.
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
![](https://flow-public.nimbuspop.com/flow-apps/teambook.png)
Set up a new project in Teambook each time a new project is initiated in Insightly
Insightly + Teambook
![](https://www.zohoflow.com/sites/zweb/images/flow/app/create.png)
Build your own integrations between Insightly and Teambook
Connect Insightly and Teambook with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Insightly and Teambook using the below triggers and actions
All Triggers - A trigger kickstarts the flow
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Contact
Triggers when a new contact is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Opportunity
Triggers when a new opportunity is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Project
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Organization
Triggers when a new organization is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Lead
Triggers when a new lead is created
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
New Task
Triggers when a new task is created
![](https://flow-public.nimbuspop.com/flow-apps/teambook.png)
Client added
Triggers when a new client is added
![](https://flow-public.nimbuspop.com/flow-apps/teambook.png)
Project created
Triggers when a new project is created
![](https://flow-public.nimbuspop.com/flow-apps/teambook.png)
User added
Triggers when a new user is added
All Actions - Actions are the automated tasks
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Task
Creates a new task
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Contact
Creates a new contact
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Lead
Creates a new lead
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Project
Creates a new project
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Opportunity
Creates a new opportunity
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Organization
Creates a new organization
![](https://flow-public.nimbuspop.com/flow-apps/insightly.png)
Create Event
Creates a new event
![](https://flow-public.nimbuspop.com/flow-apps/teambook.png)
Create booking
Creates a new booking
![](https://flow-public.nimbuspop.com/flow-apps/teambook.png)
Create user
Creates a new user
![](https://flow-public.nimbuspop.com/flow-apps/teambook.png)
Create client
Creates a new client
![](https://flow-public.nimbuspop.com/flow-apps/teambook.png)
Create project
Creates a new project
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
What is Teambook?
Teambook is a real-time visual planning web application that provides features such as project tracking, unit booking, performance analysis, and more.
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