Integrate Insightly with Hubstaff
Send information between Insightly and Hubstaff automatically, without writing any code, using Zoho Flow.
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Create a task in Hubstaff upon the addition of a task in Insightly
Ensure seamless synchronisation of all task-related data across multiple platforms. This flow will create a task in Hubstaff upon the addition of a task in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new to-do task for an existing project in Hubstaff.
Create a task in Hubstaff upon the addition of a task in Insightly
Insightly + Hubstaff
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Supported triggers and actions
Integrate Insightly and Hubstaff 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
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
Create project
Creates a new project
Add client
Adds a new client
Create task
Creates a new to-do task for an existing project
Update project
Updates the details of an existing project
Update client
Updates details of an existing client
Update task
Updates the details of an existing task
Fetch user
Fetches the details of an existing user by user ID
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.
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What is Hubstaff?
Hubstaff is an employee work tracker with screenshots, timesheets, billing, in-depth reports, and more.
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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.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
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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
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CEO, Lakeside CNC Group
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
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CEO, Fabricroot
