Integrate TeamGrid with Insightly
Send information between TeamGrid and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in TeamGrid.
Set up a new task in TeamGrid whenever a new task is initiated in Insightly
Insightly + TeamGrid
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
- The flow triggers when a task is created in TeamGrid.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in TeamGrid
TeamGrid + Insightly
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
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in TeamGrid.
Create a new project in TeamGrid whenever a new project is created in Insightly
Insightly + TeamGrid
Build your own integrations between TeamGrid and Insightly
Connect TeamGrid and Insightly with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate TeamGrid and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project completed
Triggers when a project is completed
Task completed
Triggers when task is completed
Project created
Triggers when a new project is created
Task created
Triggers when a task is created
Contact created
Triggers when a new contact is created
New Project
Triggers when a new project is created
New Task
Triggers when a new task is created
New Lead
Triggers when a new lead is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Organization
Triggers when a new organization is created
All Actions - Actions are the automated tasks
Create project
Creates a new project
Complete project
Completes an existing project
Create task
Creates a new task
Complete task
Completes an existing task
Create Opportunity
Creates a new opportunity
Create Event
Creates a new event
Create Contact
Creates a new contact
Create Task
Creates a new task
Create Project
Creates a new project
Create Lead
Creates a new lead
Create Organization
Creates a new organization
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
Similar apps
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
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 >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
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
