Integrate LionDesk with Insightful
Send information between LionDesk and Insightful automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in Insightful when new tasks are initiated in LionDesk
Prioritize crucial activities by automating repetitive administrative tasks. This flow will create a new task in Insightful when a new task is created in LionDesk.
How it works
- The flow triggers when a new task is created in LionDesk.
- Zoho Flow creates a new task in Insightful.
Set up tasks in Insightful when new tasks are initiated in LionDesk
LionDesk + Insightful
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Supported triggers and actions
Integrate LionDesk and Insightful using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New user
Triggers when a new user is added
New event
Triggers when a new event is created
New task
Triggers when a new task is created
New contact
Triggers when a new contact 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 contact
Creates a new contact
Create task
Creates a new task
Create event
Creates a new event
Fetch contact
Fetches an existing contact
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 LionDesk?
LionDesk is an integrated CRM tool with contact and property management. You can track deals, video email and video text, and distribute leads based on different criteria.
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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.
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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.
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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
Endless integrations. End to manual work.
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