Integrate Firmao with Insightly
Send information between Firmao and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up a new task in Insightly whenever a new task is initiated in Firmao
Free up time for critical tasks by automating redundant administrative tasks. This flow will create a new task in Insightly when a new task is created in Firmao.
How it works
- The flow triggers when a new task is created in Firmao.
- Zoho Flow creates a new task in Insightly.
Set up a new task in Insightly whenever a new task is initiated in Firmao
Firmao + Insightly
Initiate a new project in Insightly when a new project is established in Firmao
Reduce discrepancies between business management software and relationship management software by auto-syncing project details. This flow will set up a new project in Insightly each time a new project is initiated in Firmao.
How it works
- The flow triggers when a new project is created in Firmao.
- Zoho Flow creates a new project in Insightly.
Initiate a new project in Insightly when a new project is established in Firmao
Firmao + Insightly
Build your own integrations between Firmao and Insightly
Connect Firmao and Insightly with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Firmao and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Project created
Triggers when a new project is created
Task created
Triggers when a new task is created
Product created
Triggers when a new product is created
Company created
Triggers when a new company is created
New Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task is created
All Actions - Actions are the automated tasks
Fetch product
Fetches the details of an existing product. Optionally creates a new product if it doesn't exist.
Create task
Creates a new task
Fetch company
Fetches the details of an existing company. Optionally creates a new company if it doesn't exist.
Create project
Creates a new project
Create Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
What is Firmao?
Firmao is an online business management software that includes CRM, integrated VoIP, task and project management, and more.
Similar apps
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.
Similar apps
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.
Learn more >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
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. 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
