Integrate Insightly with TeamGrid

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

Explore prebuilt integration flows to get started

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Set up a new task in TeamGrid whenever a new task is initiated in Insightly

Facilitate better time management by automating routine task scheduling. This workflow will create a new task in TeamGrid each time a new task is created in Insightly.

How it works
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in TeamGrid.
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Set up a new task in TeamGrid whenever a new task is initiated in Insightly

Insightly + TeamGrid

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Create an event in Insightly once a task is created in TeamGrid

Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly once a task is created in TeamGrid.

How it works
  1. The flow triggers when a task is created in TeamGrid.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly once a task is created in TeamGrid

TeamGrid + Insightly

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Create a new project in TeamGrid whenever a new project is created in Insightly

Reduce discrepancies between relationship management software and project management solution by auto-syncing project details. This flow will start a new project in TeamGrid whenever a new project is launched 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 TeamGrid.
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Create a new project in TeamGrid whenever a new project is created in Insightly

Insightly + TeamGrid

Build your own integrations between Insightly and TeamGrid

Connect Insightly and TeamGrid with over 800+ 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 TeamGrid using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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 Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

Task created

Triggers when a task is created

Task completed

Triggers when task is completed

Contact created

Triggers when a new contact is created

Project completed

Triggers when a project is completed

Project created

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

Create task

Creates a new task

Complete project

Completes an existing project

Create project

Creates a new project

Complete task

Completes an existing task

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 TeamGrid?

TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.

Project Management

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.

Learn more >

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.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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