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Integrate Insightly with ProWorkflow
Send information between Insightly and ProWorkflow automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
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Initiate an event in Insightly when a task is created in ProWorkflow
Ensure tasks are prioritised and addressed timely by scheduling them as events. This flow will create an event in Insightly once a task is created in ProWorkflow.
How it works
- The flow triggers when a new task is added in ProWorkflow.
- Zoho Flow creates a new event in Insightly.
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Initiate an event in Insightly when a task is created in ProWorkflow
ProWorkflow + Insightly
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Create a new project in ProWorkflow whenever a new project is created in Insightly
Enable efficient tracking and reporting of projects by creating a new project in your task and workflow management application. This flow will generate a new project in ProWorkflow whenever a new project is created in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in ProWorkflow.
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Create a new project in ProWorkflow whenever a new project is created in Insightly
Insightly + ProWorkflow
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Set up a new project in Insightly each time a new project is initiated in ProWorkflow
Enable seamless tracking and reporting by auto-creating projects in your relationship management software from task and workflow management application. This flow will start a new project in Insightly whenever a new project is launched in ProWorkflow.
How it works
- The flow triggers when a new project is added in ProWorkflow.
- Zoho Flow creates a new project in Insightly.
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Set up a new project in Insightly each time a new project is initiated in ProWorkflow
ProWorkflow + Insightly
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Generate a new contact in ProWorkflow each time a new contact is created in Insightly
Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will log a new contact in ProWorkflow whenever a new contact is created in Insightly.
How it works
- The flow triggers when a new contact is created in Insightly.
- Zoho Flow creates a new contact in ProWorkflow.
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Generate a new contact in ProWorkflow each time a new contact is created in Insightly
Insightly + ProWorkflow
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Build your own integrations between Insightly and ProWorkflow
Connect Insightly and ProWorkflow 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 ProWorkflow using the below triggers and actions
All Triggers - A trigger kickstarts the flow
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New Contact
Triggers when a new contact is created
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New Opportunity
Triggers when a new opportunity is created
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New Project
Triggers when a new project is created
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New Organization
Triggers when a new organization is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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Company created
Triggers when a new company is added
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Invoice created
Triggers when a new invoice is added
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Contact created
Triggers when a new contact is added
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Invoice updated
Triggers when the details of an existing invoice are edited
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Task updated
Triggers when the details of an existing task are updated
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Project created
Triggers when a new project is added
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Message created
Triggers when a new message is added
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Quote created
Triggers when a new quote is added
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Task created
Triggers when a new task is added
All Actions - Actions are the automated tasks
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Create Task
Creates a new task
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Create Contact
Creates a new contact
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Create Lead
Creates a new lead
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Create Project
Creates a new project
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Create Opportunity
Creates a new opportunity
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Create Organization
Creates a new organization
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Create Event
Creates a new event
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Add invoice
Creates a new invoice
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Add expense
Creates a new expense
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Add contact
Creates a new contact
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Add company
Creates a new company
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Add project
Creates a new project
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Find invoice
Fetches the details of an existing invoice
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Find project
Fetches the details of an existing project
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Find company
Fetches the details of an existing company by name or email address
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Find contact
Fetches the details of an existing contact using username or email address
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 ProWorkflow?
ProWorkflow is a cloud-based task and workflow management application that helps you assign tasks, track time, schedule projects, and more.
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