Connecteam + Insightly

Create new Connecteam jobs from updated Insightly records

Elevate your project management with this seamless integration between Insightly and Connecteam. With this workflow, each new record created in Insightly will lead to a job creation within Connecteam. This facilitates immediate action, streamlining your business process and saving crucial time. Improve your team's efficiency and keep projects flowing smoothly with this automation.

Elevate your project management with this seamless integration between Insightly and Connecteam. With this workflow, each new record created in Insightly will lead to a job creation within Connecteam. This facilitates immediate action, streamlining your business process and saving crucial time. Improve your team's efficiency and keep projects flowing smoothly with this automation.

  1. When this happens...
    InsightlyInsightly
    New Record

    Triggers when a new record is created.

    TriggerInstant
  2. automatically do this!
    ConnecteamConnecteam
    Create Job

    Creates a new job in the app.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Trigger
    Instant
    Try It
    • Insightly ObjectRequired

    Action
    Write
    • Time ClockRequired

    Trigger
    Instant
    Try It
connecteam logo
connecteam logo

About Connecteam

Connecteam is an employee management app connecting the frontline employees and streamlining all work related needs in one app.
Learn more

Related categories

  • Scheduling & Booking
insightly logo
insightly logo

About Insightly

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zoho CRM integrationsZoho CRM integrations

Zoho CRM

CRM (Customer Relationship Management), Zoho
Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier