Integrate Insightly with awork

Send information between Insightly and awork automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Create tasks in awork as tasks are initiated in Insightly

Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in awork each time a new task is created 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 project in awork.
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Create tasks in awork as tasks are initiated in Insightly

Insightly + awork

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Set up a task in awork every time a task is added in Insightly

Efficiently manage deadlines by logging all tasks in your project management tool. This flow will create a task in awork as soon as a task is created 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 project in awork.
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Set up a task in awork every time a task is added in Insightly

Insightly + awork

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Create an event in Insightly when a new task is set up in awork

Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a new task is set up in awork.

How it works
  1. The flow triggers when a new task is created in a project in awork.
  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 awork

awork + Insightly

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Initiate a new project in awork when a new project is established in Insightly

Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in awork when a new project is established 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 awork.
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Initiate a new project in awork when a new project is established in Insightly

Insightly + awork

Build your own integrations between Insightly and awork

Connect Insightly and awork 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 Insightly and awork using the below triggers and actions

All Triggers - A trigger kickstarts the flow

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

Project created

Triggers when a new project is created

Task created

Triggers when a new task is created in a project

Task status updated

Triggers when a task status is updated

Project status updated

Triggers when a project status is updated

All Actions - Actions are the automated tasks

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

Add client

Creates a new client

Create project task

Creates a new task in the selected project

Create project

Creates a new project

Update project status

Changes the status of the selected project

Update task status

Changes the status of the specified task

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 awork?

awork is an intelligent project management tool for teams. It lets you plan projects, organize tasks, manage to-dos, track time, 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.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

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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