Integrate Teamleader with Insightful

Send information between Teamleader and Insightful automatically, without writing any code, using Zoho Flow.

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Start a new project in Insightful whenever a new project is launched in Teamleader

Reduce discrepancies between project management software and workforce analytics platform by auto-syncing project details. This flow will set up a new project in Insightful each time a new project is initiated in Teamleader.

How it works
  1. The flow triggers when a new project is created in Teamleader.
  2. Zoho Flow creates a new project in Insightful.
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Start a new project in Insightful whenever a new project is launched in Teamleader

Teamleader + Insightful

Build your own integrations between Teamleader and Insightful

Connect Teamleader and Insightful with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Teamleader and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Product created

Triggers when a new product is created

Time tracking updated

Triggers when the details of an existing time tracking are updated

Time tracking created

Triggers when a new time tracking is created

Company created

Triggers when a new company is added

Deal created

Triggers when a new deal is created

Invoice paid

Triggers when an invoice is paid

Deal accepted

Triggers when a deal is accepted

Project created

Triggers when a new project is created

Contact added

Triggers when a new contact is added

Invoice booked

Triggers when an invoice is booked

Project created

Triggers when a new project is created

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team is created

All Actions - Actions are the automated tasks

Create contact

Creates a new contact

Link contact to company

Links a contact to the specified company

Create task

Creates a new task

Create deal

Creates a new deal

Create project

Creates a new project

Create company

Creates a new company

Update task

Updates the details of an existing task

Fetch contact

Fetches a contact by ID

Fetch company

Fetches a company by ID

Create task

Creates a new task

Create project

Creates a new project

Create team

Creates a new team

Create employee

Creates a new employee

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Update team

Updates the details of an existing team

Deactivate employee

Deactivates an existing employee

Update employee

Updates the details of an existing employee

Fetch project

Fetches the details of an existing project using ID

Fetch task

Fetches the details of an existing task using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch team

Fetches the details of an existing team using ID

What is Teamleader?

Teamleader is a customer management, project management and invoicing application. It lets you manage customers, convert quotations into projects, track time spent on projects and more.

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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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