Integrate Insightly with WorkMarket
Send information between Insightly and WorkMarket automatically, without writing any code, using Zoho Flow.
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Set up a new project in WorkMarket each time a new project is initiated in Insightly
Enable seamless tracking and reporting by auto-creating projects in your freelance management system from relationship management software. This flow will set up a new project in WorkMarket each time a new project is initiated in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project for the selected client in WorkMarket.
Set up a new project in WorkMarket each time a new project is initiated in Insightly
Insightly + WorkMarket
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Supported triggers and actions
Integrate Insightly and WorkMarket 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
New assignment
Triggers when a new assignment is created
New project
Triggers when a new project is created
New client
Triggers when a new client 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
Check-out of assignment
Checks out of an assignment on behalf of an assigned worker
Create project
Creates a new project for the selected client
Check-in to assignment
Checks in to an assignment on behalf of an assigned worker
Create client
Creates a new client
Create assignment
Creates a new assigment
Add note
Adds a note to the selected assignment
What is WorkMarket?
WorkMarket is an online freelance management system. You can post projects, hire professionals, and manage payments for your contractors and freelancers.
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