Integrate sevDesk with Insightful

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

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Create a task in Insightful each time a new order is made in sevDesk

Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will add a new task to Insightful whenever a new order is placed in sevDesk.

How it works
  1. The flow triggers when a new invoice is received in sevDesk.
  2. Zoho Flow creates a new task in Insightful.
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Create a task in Insightful each time a new order is made in sevDesk

sevDesk + Insightful

Build your own integrations between sevDesk and Insightful

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Supported triggers and actions

Integrate sevDesk and Insightful using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Invoice created

Triggers when a new invoice is created

Order received

Triggers when a new invoice is received

Contact added

Triggers when a new contact (person /company ) is added

Task created

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 contact

Creates a new contact

Create task

Creates a new task

Create invoice

Creates a new invoice

Create order

Creates a new order

Create voucher

Creates a new voucher

Create contact address

Creates a new contact address

Fetch country by name

Fetches a country by name

Fetch country by ID

Fetches a country by ID

Fetch cost centre by ID

Fetches the details of an existing cost centre by ID

Fetch invoice by search term

Fetches the details of an existing invoice by the specified search term

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch category by name

Fetches the details of an existing category by name

Fetch part by search term

Fetches the details of an existing part or product by the specified search term

Fetch sevuser by email

Fetches the details of an existing sevuser by email address

Fetch contact by search term

Fetches the details of an existing contact by the specified search term

Fetch sevuser by ID

Fetches the details of an existing sevuser by ID

Fetch category by ID

Fetches the details of an existing category by ID

Fetch order by search term

Fetches the details of an order by the specified search term

Fetch cost centre by name

Fetches the details of an existing cost centre by name

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 sevDesk?

sevDesk is an online office and accounting software. It helps you create customized quotes, manage your customers, and do your bookkeeping.

Accounting

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

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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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It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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