Integrate Insightly with Insightful

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

Explore prebuilt integration flows to get started

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Create tasks in Insightful as tasks are initiated in Insightly

Facilitate better time management by automating routine task scheduling. This flow will add a new task to Insightful every time a new task is added 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 Insightful.
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Create tasks in Insightful as tasks are initiated in Insightly

Insightly + Insightful

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

Ensure timely task completion and prevent any tasks from being overlooked. This flow will initiate an event in Insightly when a task is created in Insightful.

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

Insightful + Insightly

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Set up a new project in Insightful each time a new project is initiated in Insightly

Enable seamless tracking and reporting by auto-creating projects in your workforce analytics platform from relationship management software. This flow will start a new project in Insightful whenever a new project is launched 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 Insightful.
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Set up a new project in Insightful each time a new project is initiated in Insightly

Insightly + Insightful

Build your own integrations between Insightly and Insightful

Connect Insightly and Insightful 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 Insightful 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

Employee created

Triggers when a new employee is created

Task created

Triggers when a new task is created

Team created

Triggers when a new team 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 task

Creates a new task

Create project

Creates a new project

Create team

Creates a new team

Create employee

Creates a new employee

Update task

Updates the details of an existing task

Update project

Updates the details of an existing project

Update team

Updates the details of an existing team

Deactivate employee

Deactivates an existing employee

Update employee

Updates the details of an existing employee

Fetch project

Fetches the details of an existing project using ID

Fetch task

Fetches the details of an existing task using ID

Fetch employee

Fetches the details of an existing employee using ID

Fetch team

Fetches the details of an existing team using 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.

What is Insightful?

Insightful is a workforce analytics platform that helps you track employee activity, time, and productivity to build a more efficient and focused workplace.

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 was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. 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

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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