Integrate Insightly with Teambook

Send information between Insightly and Teambook automatically, without writing any code, using Zoho Flow.

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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
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Teambook.
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Set up a new project in Teambook each time a new project is initiated in Insightly

Insightly + Teambook

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

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

New Project

Triggers when a new project is created

New Organization

Triggers when a new organization is created

New Lead

Triggers when a new lead is created

New Task

Triggers when a new task is created

Client added

Triggers when a new client is added

Project created

Triggers when a new project is created

User added

Triggers when a new user is added

All Actions - Actions are the automated tasks

Create Task

Creates a new task

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Create Project

Creates a new project

Create Opportunity

Creates a new opportunity

Create Organization

Creates a new organization

Create Event

Creates a new event

Create booking

Creates a new booking

Create user

Creates a new user

Create client

Creates a new client

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.

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.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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