Integrate Insightly with Workstack
Send information between Insightly and Workstack automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Workstack each time a new task is created in Insightly
Focus on high-impact activities by delegating routine tasks to automated systems. This workflow will create a new task in Workstack each time a new task is created in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a new task in the selected todo in Workstack.
Create a new task in Workstack each time a new task is created in Insightly
Insightly + Workstack
Create an event in Insightly when a task is created Workstack
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 Workstack.
How it works
- The flow triggers when a new task is created for the selected user in Workstack.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly when a task is created Workstack
Workstack + Insightly
Set up a new project in Workstack each time a new project is initiated in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will initiate a new project in Workstack when a new project is established in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in Workstack.
Set up a new project in Workstack each time a new project is initiated in Insightly
Insightly + Workstack
Build your own integrations between Insightly and Workstack
Connect Insightly and Workstack 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 Workstack 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 project
Triggers when a new project is created
New meeting
Triggers when a new meeting is created for the selected user
New todo list
Triggers when a new todo list is created in the selected project
New task
Triggers when a new task is created for the selected user
New todo
Triggers when a new todo is created in the selected project
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 todo
Creates a new todo in the selected project
Create task
Creates a new task in the selected todo
Create meeting
Creates a new meeting
Create todo list
Creates a new todo list in the selected project
Create project
Creates a new project
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.
Similar apps
What is Workstack?
Workstack is an online project management tool. You can plan projects, schedule meetings, and track budgets across projects.
Similar apps
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
Owain ap Rees
Sales Director, Artico
Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
Louis Castellano
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
Siddharth Ahuja
CEO, Fabricroot
