Integrate DoneDone with Insightly
Send information between DoneDone and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Set up tasks in DoneDone when new tasks are initiated in Insightly
Free up time for critical tasks by automating redundant administrative tasks. This flow will set up a new task in DoneDone whenever a new task is initiated in Insightly.
How it works
- The flow triggers when a new task is created in Insightly.
- Zoho Flow creates a task in the selected project in DoneDone.
Set up tasks in DoneDone when new tasks are initiated in Insightly
Insightly + DoneDone
Create an event in Insightly once a task is created in DoneDone
Ensure timely task completion and prevent any tasks from being overlooked. This flow will create an event in Insightly when a task is created DoneDone.
How it works
- The flow triggers when a new task is created in the selected project in DoneDone.
- Zoho Flow creates a new event in Insightly.
Create an event in Insightly once a task is created in DoneDone
DoneDone + Insightly
Set up a new project in DoneDone each time a new project is initiated in Insightly
Ensure that all projects are tracked and managed consistently across different systems. This flow will start a new project in DoneDone whenever a new project is launched in Insightly.
How it works
- The flow triggers when a new project is created in Insightly.
- Zoho Flow creates a new project in DoneDone.
Set up a new project in DoneDone each time a new project is initiated in Insightly
Insightly + DoneDone
Build your own integrations between DoneDone and Insightly
Connect DoneDone and Insightly with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate DoneDone and Insightly using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Task created
Triggers when a new task is created in the selected project
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 Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
All Actions - Actions are the automated tasks
Add comment
Adds a comment to the specified task
Create task
Creates a task in the selected project
Create project
Creates a new project
Update task status
Updates the status of the specified task
Update task priority
Updates the priority of the specified task
Create Organization
Creates a new organization
Create Contact
Creates a new contact
Create Project
Creates a new project
Create Task
Creates a new task
Create Lead
Creates a new lead
Create Opportunity
Creates a new opportunity
What is DoneDone?
DoneDone is a simple task tracker and shared inbox designed for companies to track their projects and support their customers.
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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.
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