Integrate Insightly with Teamwork Projects
Send information between Insightly and Teamwork Projects automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create tasks in Teamwork Projects as tasks are initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will add a new task to Teamwork Projects every time a new task is added in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected task list in Teamwork Projects.
Create tasks in Teamwork Projects as tasks are initiated in Insightly
Insightly + Teamwork Projects
Create an event in Insightly when a new task is set up in Teamwork Projects
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly when a new task is set up in Teamwork Projects.
How it works
- The flow triggers when a new task is created in the selected project in Teamwork Projects.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a new task is set up in Teamwork Projects
Teamwork Projects + Insightly
Set up a new project in Teamwork Projects each time a new project is initiated in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will set up a new project in Teamwork Projects each time a new project is initiated in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Teamwork Projects.
Set up a new project in Teamwork Projects each time a new project is initiated in Insightly
Insightly + Teamwork Projects
Build your own integrations between Insightly and Teamwork Projects
Connect Insightly and Teamwork Projects 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 Teamwork Projects 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
New project
Triggers when a new project is created
New time entry
Triggers when a new time entry is created in the selected project
New task
Triggers when a new task is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New person
Triggers when a new person is added
New company
Triggers when a new company is created
New task list
Triggers when a new task list is created in the selected project
New message
Triggers when a new message is created in the selected project
New person in project
Triggers when a new person is added in the selected project
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 company
Creates a new company
Create task
Creates a new task in the selected task list
Create milestone
Creates a new milestone in the selected project
Add person
Adds a new person
Create project
Creates a new project
Create message
Creates a new message in the selected project
Create time entry
Creates a new time entry in the selected project
Fetch company
Fetches the details of an existing company
Fetch project
Fetches the details of an existing project
Fetch tag
Fetches the details of a tag by ID or name
Fetch task
Fetches the details of an existing task
Fetch person
Fetches the details of a person by person ID or email address
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 Teamwork Projects?
Teamwork Projects is project management software for collaborative teams . You can categorize your projects, add tags, and create task list templates to plan your projects efficiently.
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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
Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
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