Integrate Toodledo with Insightly

Send information between Toodledo and Insightly automatically, without writing any code, using Zoho Flow.

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Create an event in Insightly when a new task is set up in Toodledo

Prioritize and allocate time effectively by scheduling tasks as events. This flow will initiate an event in Insightly when a task is created in Toodledo.

How it works
  1. The flow triggers when a new task is created in Toodledo.
  2. Zoho Flow creates a new event in Insightly.
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Create an event in Insightly when a new task is set up in Toodledo

Toodledo + Insightly

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Supported triggers and actions

Integrate Toodledo and Insightly using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Note

Triggers when a new note is created

New Task

Triggers when a new task is created

New Folder

Triggers when a new folder is created

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

Creater Folder

Creates a new folder

Create Task

Creates a new task with no folder assigned

Create Note

Creates a new note in the selected folder

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 Toodledo?

Toodledo is a task manager that lets you prioritize, sort, and manage your tasks. You can set goals, schedule reminders, and collaborate with your team to track your success.

Notes To-Do Lists

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.

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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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

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

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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