Integrate Insightly with TeamGantt

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

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Set up tasks in TeamGantt when new tasks are initiated in Insightly

Facilitate better time management by automating routine task scheduling. This flow will add a new task to TeamGantt 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 new task in TeamGantt.
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Set up tasks in TeamGantt when new tasks are initiated in Insightly

Insightly + TeamGantt

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Set up a new project in TeamGantt each time a new project is initiated in Insightly

Enable seamless tracking and reporting by auto-creating projects in your project management application from relationship management software. This flow will set up a new project in TeamGantt 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 new project in TeamGantt.
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Set up a new project in TeamGantt each time a new project is initiated in Insightly

Insightly + TeamGantt

Build your own integrations between Insightly and TeamGantt

Connect Insightly and TeamGantt 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 TeamGantt using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead is created

All Actions - Actions are the automated tasks

Create Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

Add checklist item

Creates a new checklist item in the specified task

Create project

Creates new project

Create task

Creates new task

Create company label

Creates a new company label

Update task

Updates the details of an existing task using task ID

Fetch task

Fetches the details of an existing task using task ID or task name

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 TeamGantt?

TeamGantt is a cloud-based Gantt chart and project management application. It lets you plan, schedule, and manage your projects, and provides you tools such as collaborative Gantt charts, time tracking, file sharing, 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.

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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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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

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

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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