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

Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. 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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