

Integrate Insightly with TeamGrid
Send information between Insightly and TeamGrid 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 Insightly and TeamGrid
Connect Insightly and TeamGrid with over 850+ 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 TeamGrid using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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 Organization
Triggers when a new organization is created

New Contact
Triggers when a new contact is created

Task completed
Triggers when task is completed

Task created
Triggers when a task is created

Project created
Triggers when a new project is created

Project completed
Triggers when a project is completed

Contact created
Triggers when a new contact is created
All Actions - Actions are the automated tasks

Create Project
Creates a new project

Create Contact
Creates a new contact

Create Lead
Creates a new lead

Create Task
Creates a new task

Create Organization
Creates a new organization

Create Opportunity
Creates a new opportunity

Complete project
Completes an existing project

Create project
Creates a new project

Create task
Creates a new task

Complete task
Completes an existing task
What is TeamGrid?
TeamGrid is a project management solution that provides intuitive drag and drop time tracking, integrated telephony and more.
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.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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