Connect Insightly and Teamwork
Integrate Insightly with Teamwork to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Company in Teamwork when New or Updated Contact in Insightly
Create Project in Teamwork when New or Updated Contact in Insightly
Create User in Teamwork when New or Updated Contact in Insightly
Create Task in Teamwork when New or Updated Contact in Insightly
Create Task List in Teamwork when New or Updated Contact in Insightly
Popular Insightly + Teamwork flows
Start from a real workflow other teams are already running.
Choose a trigger
Insightly
When this happens...
New or Updated Contact
New Document Template
New Email
New or Updated Event
New or Updated Lead
New or Updated Opportunities
New or Updated Organisation
New or Updated Project
New or Updated Task
Choose an action
Teamwork
Automatically do this!
Create Company
Create Project
Create User
Create Task
Create Task List
Create Link Category
Create Message Category
Create Calendar Event Type
Create File Category
Create Message Reply
Create Task Comment
Create Project Documentation
Add User to Project
Create Notebook Category
Create Project Category
Log Time to Task
Create File Comment
Create Link Comment
Create Message
Create Notebook Comment
Mark Task Complete
Create Milestone Comment
Create Calendar Event
Create Expense
Create Invoice
List All Projects
Find Forms
List All Time Entries
Find People
Find Workflows
Find Tasks
Find Companies
Find Tasklists
Find Files
Find Links
Find Messages
Find Milestones
Find Project Documentation
Find Calendar Event
Create Link
Create Company in Teamwork when New or Updated Contact in Insightly
Use this flowCreate Project in Teamwork when New or Updated Contact in Insightly
Use this flowCreate User in Teamwork when New or Updated Contact in Insightly
Use this flowCreate Task in Teamwork when New or Updated Contact in Insightly
Use this flowCreate Task List in Teamwork when New or Updated Contact in Insightly
Use this flowCreate Link Category in Teamwork when New or Updated Contact in Insightly
Use this flowCreate Message Category in Teamwork when New or Updated Contact in Insightly
Use this flowCreate Calendar Event Type in Teamwork when New or Updated Contact in Insightly
Use this flowCreate File Category in Teamwork when New or Updated Contact in Insightly
Use this flowCreate Message Reply in Teamwork when New or Updated Contact in Insightly
Use this flowSupported Triggers & Actions
Everything you can automate between Insightly and Teamwork.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Contact
Triggers when a new contact is created or updated.
New Document Template
Triggers when new document template is created.
New Email
Triggers when new email is send.
New or Updated Event
Trigger when a event is created or updated.
New or Updated Lead
Triggers when new lead is created or updated.
New or Updated Opportunities
Triggers when new opportunity is created or updated.
Do thisActions
Action is the task that follows automatically within your Insightly integrations.
Create Record
Creates a Record.
Update Record
Updates a Record
List Contact
Retrieves the list of all contacts
List Emails
Retrieves the list of all emails
List Events
Retrieves the list of all events
List Leads
Retrieves the list of all leads
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Insightly
Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.
Learn moreSimilar apps
About Teamwork
Teamwork is a comprehensive project management and team collaboration platform designed to help businesses streamline their workflows, manage tasks, and enhance productivity. It offers a suite of tools for project planning, time tracking, and communication, making it ideal for teams looking to improve efficiency and collaboration.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Insightly and Teamwork accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Insightly and Teamwork as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Teamwork. No coding required.
Yes. You can set up a workflow where Insightly triggers actions in Teamwork, and a separate workflow where Teamwork triggers actions in Insightly. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Insightly and Teamwork. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Insightly and Teamwork integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
