Integrate Swit with Insightly
Send information between Swit and Insightly automatically, without writing any code, using Zoho Flow.
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Initiate an event in Insightly when a task is created in Swit
Prioritize and allocate time effectively by scheduling tasks as events. This flow will create an event in Insightly when a task is created Swit.
How it works
- The flow triggers when a new task is created in the selected project in Swit.
- Zoho Flow creates a new event in Insightly.
Initiate an event in Insightly when a task is created in Swit
Swit + Insightly
Set up a new project in Swit each time a new project is initiated in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will generate a new project in Swit 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 project in the selected workspace in Swit.
Set up a new project in Swit each time a new project is initiated in Insightly
Insightly + Swit
Build your own integrations between Swit and Insightly
Connect Swit and Insightly with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Swit and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Message posted
Triggers when a new message is posted on the selected channel
Idea posted
Triggers when a new idea is posted on the selected channel
Task created
Triggers when a new task is created in the selected project
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
All Actions - Actions are the automated tasks
Create message
Posts a message on the selected channel
Create idea
Posts an idea on the selected channel
Create project
Creates a project in the selected workspace
Create comment on task
Posts a comment on the selected task
Create task
Creates a task in the selected project
Fetch project
Fetches the details of an existing project by name
Fetch task
Fetches the details of an existing task
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
What is Swit?
Swit is a team collaboration platform that provides features such as chat, file sharing, task management, calendar, and more in a single interface.
Similar apps
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
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 >Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
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 the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.
Julien Granjean
CEO, iDAYit
