Integrate Teamwork Projects with Insightly

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

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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
  1. The flow triggers when a new task is created in Insightly.
  2. Zoho Flow creates a new task in the selected task list in Teamwork Projects.
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Create tasks in Teamwork Projects as tasks are initiated in Insightly

Insightly + Teamwork Projects

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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
  1. The flow triggers when a new task is created in the selected project in Teamwork Projects.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly when a new task is set up in Teamwork Projects

Teamwork Projects + Insightly

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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
  1. The flow triggers when a new project is created in Insightly.
  2. Zoho Flow creates a new project in Teamwork Projects.
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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 Teamwork Projects and Insightly

Connect Teamwork Projects 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 Teamwork Projects and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New project

Triggers when a new project is created

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

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 milestone

Triggers when a new milestone is created in the selected project

New person

Triggers when a new person is added

New task

Triggers when a new task is created in the selected project

New time entry

Triggers when a new time entry is created in the selected project

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 message

Creates a new message in the selected project

Create project

Creates a new project

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Create task

Creates a new task in the selected task list

Create company

Creates a new company

Create time entry

Creates a new time entry in the selected project

Fetch person

Fetches the details of a person by person ID or email address

Fetch task

Fetches the details of an existing task

Fetch tag

Fetches the details of a tag by ID or name

Fetch project

Fetches the details of an existing project

Fetch company

Fetches the details of an existing company

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 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.

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.

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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Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more

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CEO, OpIndia

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

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CEO, Lakeside CNC Group

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

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Technical Engineer, Master Liveaboards

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