Integrate Insightly with TMetric
Send information between Insightly and TMetric automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in TMetric each time a new task is initiated in Insightly
Efficiently manage deadlines by logging all tasks in your time tracking app. This flow will set up a task in TMetric every time a task is added in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a task in the selected project in TMetric.
Create a task in TMetric each time a new task is initiated in Insightly
Insightly + TMetric
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Supported triggers and actions
Integrate Insightly and TMetric 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
New task
Triggers when a new task is created
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 time entry
Creates a time entry in the selected account
Start timer
Starts the timer in the selected account
Create task
Creates a task in the selected project
Stop timer
Stops the timer in the selected account
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.
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What is TMetric?
TMetric is a time-tracking app that lets you monitor flexible employee schedules, create invoices, and track your productivity.
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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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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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