Integrate Insightly with Teamwork Projects

Send information between Insightly and Teamwork Projects 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 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 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

New person in project

Triggers when a new person is added in the selected project

New message

Triggers when a new message 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 person

Triggers when a new person is added

New task

Triggers when a new task is created 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

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

Create message

Creates a new message in the selected project

Create project

Creates a new project

Create time entry

Creates a new time entry in the selected project

Create task

Creates a new task in the selected task list

Create company

Creates a new company

Add person

Adds a new person

Create milestone

Creates a new milestone in the selected project

Fetch tag

Fetches the details of a tag by ID or name

Fetch project

Fetches the details of an existing 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 company

Fetches the details of an existing company

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 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.

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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

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.

Julien Granjean

CEO, iDAYit

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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